Preservation Specialists, LLC

Preservation Specialists, LLC is a financial planner in Columbia, SC. The firm serves individuals and families seeking to preserve assets and increase income through custom-built retirement plans. Pat Strubbe, a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Registered Financial Consultant (RFC®), leads the team with over 25 years of experience. The firm offers a No Cost, No Obligation Six Step Retirement Review to examine current financial situations and determine retirement needs. Clients can request a Retirement Kit containing Pat Strubbe’s best-selling books, “The Retirement Secret” and “Save Your Retirement,” along with key checklists and brochures. The firm also provides ongoing educational programs and continuous account monitoring to help clients reach their unique retirement goals.

The team behind Preservation Specialists, LLC includes qualified financial professionals passionate about helping clients achieve their ideal retirements. Pat Strubbe, who lives in Columbia with his wife Janelle and four children, is a recurring guest on WIS-TV News 10 and hosts the radio show “Save Your Retirement®” on WVOC-AM. He has served as a financial columnist for the Lexington Chronicle and been featured in USA Today and Columbia Business Monthly. John, an equity partner since 2022, joined the firm in 2016 after running a hedge fund for six years. John holds a Master of Science degree in meteorology and is a fully licensed financial advisor with Series 7, 66, and SIE exams, as well as life and health insurance licenses in SC. Pat is an active member of Hope Lutheran Church in Irmo, serving as an elder of finances since 2003.

The firm’s approach focuses on proactive financial planning to help clients avoid the problems that can arise during retirement. Pat Strubbe’s personal experience with his grandfather’s nursing care needs influenced his career, driving him to help others be proactive with their money. The team provides individual care and honest advice, taking time to understand each client’s specific goals and concerns. Clients frequently mention the comfort and confidence they feel knowing their accounts are monitored continuously and that the team is always available to answer questions.

Preservation Specialists, LLC is known for its ethical leadership and personalized attention, helping clients in Columbia, SC, achieve worry-free and safe retirement outcomes.

The firm is located on Saturn Parkway in Columbia, SC, about a third of a mile from Lake Woodcross and Harbison Boulevard. It is also situated approximately 0.6 miles from the Columbiana Centre shopping mall.

BizScoreAI gives the website a Technical score of 97 out of 100, which ensures the site is secure and easily readable by search engines. The Content Quality score is 75 out of 100, meaning the pages clearly answer customer questions and provide content that AI assistants can quote directly.

Services:

• Client Resources and Support
• Custom-Built Retirement Plan
• Financial Consultation
• Retirement Planning
• Six Step Retirement Review