Summary

  • Firm: Preservation Specialists, LLC
  • Job Title: Founder/Owner
  • Certifications: ChFC, CLU, and RFC

Experience

Patrick (Pat) Strubbe is the founder and owner of Preservation Specialists, LLC, established in 2003. Pat and his team offer a dynamic process that integrates their clients' financial resources with their vision of personal fulfillment and security. Since 1997, Pat has been teaching consumers age 50+ how to preserve their assets and increase their income through the use of tax efficient strategies.

Pat vividly remembers being in high school and how his grandfather’s need for nursing care at that time affected his entire family. His mom having to handle the bills and coordinate payments, his grandfather having to depend on someone else to take care of him both physically and financially—the entire situation wore down the family. This experience is what gave Pat the desire to help people attain their financial goals and avoid the problems his family faced.

A well-known financial educator and retirement planning specialist, Pat is a recurring guest on the WIS (NBC)-TV news with anchor Dawndy Mercer Plank. He also was the financial columnist for the Lexington Chronicle for many years and has been featured in USA Today, Columbia Business Monthly, Investor’s Business Daily and other national publications. He has been a featured guest on numerous radio shows around the country and is often recruited as an area "expert" in the field of retirement planning. He is the host of the show Retirement with Confidence on WVOC and author of the Amazon.com best-selling book, Save Your Retirement from Mass Destruction by the 7 Retirement Villains! His professional designations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Registered Financial Consultant (RFC).

Pat also is an active member of Hope Lutheran Church in Irmo, where he has served as an elder of finances since 2003.

Disclaimer: Securities offered through Kalos Capital Inc. and investment advisory services offered through Kalos Management Inc., both at 11525 Park Woods Circle, Alpharetta,Georgia, 30005, (678) 356-1100. Preservation Specialists, LLC is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management Inc.

Education

Pat received his BS in accounting from Purdue University.

Quote from Patrick Strubbe

“Pat Strubbe, best-selling author of Save Your Retirement, has a passion to help Americans achieve retirement with confidence.”