Preservation Specialists, LLC

Preservation Specialists, LLC You’ve Worked Your Whole Life to Build Your Nest Egg. As Fiduciaries, Let Us Help You Protect It. Securities offered through Arkadios Capital, Member FINRA/SIPC.

Unlike many financial services firms and brokers who continue to focus solely on your money, Preservation Specialists, LLC understands the real questions have more to do with how you want to live your life and how your money should support your ambitions. For that reason, we offer a process that integrates your financial resources with your vision of personal fulfillment and security. The result i

s not so much a single, rigid, financial solution, but a vital and dynamic process in which your money is always at your service. Additionally, through phone conversations, personal consultations, email communications, our monthly newsletter The Preservation Pages, money management services and live events, Preservation Specialists, LLC offers thoughtful and objective guidance to help you make smart financial decisions.

Happy Easter! He is risen, and so is our hope. May your Easter Sunday be filled with blessings and time with loved ones.
04/05/2026

Happy Easter! He is risen, and so is our hope. May your Easter Sunday be filled with blessings and time with loved ones.

Preservation Specialists and the U.S. Stock & Bond Markets are closed Friday, April 3rd in observance of Good Friday. We...
04/03/2026

Preservation Specialists and the U.S. Stock & Bond Markets are closed Friday, April 3rd in observance of Good Friday. We will resume normal business hours on Monday, April 6th.

Cooling inflation sounds like good news, but for millions of retirees, it could mean a much smaller Social Security chec...
03/23/2026

Cooling inflation sounds like good news, but for millions of retirees, it could mean a much smaller Social Security check increase next year. Early estimates predict the smallest COLA since 2016, while costs for essentials like groceries and utilities are still climbing. In this episode, Melissa and Pat reveal what a small COLA really means for your budget and why your retirement income plan is more important than ever.

🎧Listen Now: https://on.soundcloud.com/HWylBYf3jhnIFRPD1Y

Stay safe, Columbia! With severe weather warnings in the area, it’s a great time to stay indoors and tune in to Pat’s ne...
03/16/2026

Stay safe, Columbia! With severe weather warnings in the area, it’s a great time to stay indoors and tune in to Pat’s newest Save Your Retirement Podcast episode: “Will Social Security Run Out of Money?” Get expert insights while keeping yourself and loved ones safe.

🎧 Listen Now! https://on.soundcloud.com/EHKjOkgWjlIzEGWBjW

A recent survey shows nearly three-quarters of those questioned are not confident Social Security will run out of funding during their lifetime. Pat talks about the survey results, possible changes which could be made, and what people can do to make sure they have enough savings to cover any shortfalls just in case benefits may be reduced in the future.

The Federal Reserve recently made a big decision: they’re keeping interest rates steady for now. But what does this real...
03/09/2026

The Federal Reserve recently made a big decision: they’re keeping interest rates steady for now. But what does this really mean for you, especially if you’re retired or thinking about retirement? In this episode, Pat talks about why the Fed’s moves matter, what’s going on with inflation and politics, and what savvy retirees could do right now to feel more financially confident.

Listen Now! 🎧 https://on.soundcloud.com/LNwOuYVCgdrBudtqIB

On this episode of Save Your Retirement, we unpack the importance of talking to family about inheritance and legacy plan...
03/02/2026

On this episode of Save Your Retirement, we unpack the importance of talking to family about inheritance and legacy planning. This is difficult for many families, but avoiding the conversation can lead to family rifts and financial mismanagement. Pat takes some time to discuss why communication can be the missing piece in many legacy plans. 🏠

🎧Listen Now!
https://on.soundcloud.com/6sQhOv8rclLOrTwAKO

“I have decided to stick with love. Hate is too great a burden to bear.” -Martin Luther King Jr.
01/19/2026

“I have decided to stick with love. Hate is too great a burden to bear.” -Martin Luther King Jr.

Merry Christmas to you, our dear clients! We hope you have a wonderful and joyous holiday with your family, friends, and...
12/25/2025

Merry Christmas to you, our dear clients! We hope you have a wonderful and joyous holiday with your family, friends, and loved ones. May your day be filled with everything merry and bright. We look forward to serving you in 2026!

We spent a productive day preparing for the coming year during our End of Year Departmental Planning Meeting. Following ...
12/13/2025

We spent a productive day preparing for the coming year during our End of Year Departmental Planning Meeting. Following our tradition, we enjoyed an evening of fellowship to celebrate our dedicated Preservation Specialists staff and recognize their valuable contributions. As the evening came to a close, we were once again reminded that, in addition to our shared mission with you, our greatest strength is our exceptional team.

This week’s Save Your Retirement Podcast Episode is posted wherever you listen. Listen at this link: https://kite.link/R...
12/05/2025

This week’s Save Your Retirement Podcast Episode is posted wherever you listen. Listen at this link: https://kite.link/Retirement?utm_source=ig&utm_medium=social&utm_content=link_in_bio

After looking at a theoretical privatization of Social Security and whether it could benefit Americans or not, Pat looks at the complex issue of taxes in retirement. This includes why rates are higher than what most people expect and how planning for the future can help you from paying more to Uncle Sam than is absolutely necessary.

Happiest of Birthdays to Matthew! His work as a financial planner for his clients is invaluable and we so appreciate all...
12/05/2025

Happiest of Birthdays to Matthew! His work as a financial planner for his clients is invaluable and we so appreciate all he does to take care of them. We hope you have the best day! 🎉

Address

700 Saturn Parkway
Columbia, SC
29210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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