4401 El Camino Real Suite A
Atascadero, CA 93422

(805) 462-0121 or
        (800) 792-5565
Fax: (805) 462-0160

Pismo Beach
300 James Way Suite 140
Pismo Beach, CA 93449

(800) 792-5565


Special Announcement
Second Opinion
Join us in our first ever Preservation Capital Healthy Client Challenge. Download Brochure for more information.

2014 Tax Updates

Our Promise to You

  Tim Holt is the President of Preservation Capital Group, a Registered Investment Advisor, and a Registered Principal of Madison Avenue Securities, Inc. member FINRA/SIPC

National Ethics Bureau Member

At Value Health & Life Insurance Services, we strive to simplify the process of helping businesses and families build wealth and remain financially and medically secure, through the use of affordable life and health insurance solutions, which can protect and preserve their assets.

   Value Health & Life Insurance Services specializes in:
  • Health insurance for individuals and groups, including Medicare supplemental plans
  • Disability insurance for working professionals or groups
  • Life insurance: term, whole life, universal, living benefits
  • High quality fixed annuities
  • High quality indexed annuities
  • Long term care insurance
  • Estate Planning
  • Elder Care Planning


Tim’s 8 Tips for financial security

1. Use the Rule of 100.
2. A mistake of being too conservative hurts less than the sting of being too risky.
3. If it sounds too good to be true, it almost always is.
4. Don’t pay taxes on money you are not using.
5. Plan on living a long time. If you die young, having extra money won’t matter, but if you live long, it makes a lot of difference.
6. Take time to make an Estate Plan – You never know when you’ll need it.
7. Make sure your advisor is a professional.
8. Don’t Procrastinate. Change might be good.

Click Here for your Free CD of 21 Success Secrets of Self Made Millionaires

Brian Tracy Teleseminar CDs!

Value Health and Life Insurance Services does not provide legal, tax or accounting advice. Seek the guidance of an accountant, legal or tax planning professional who can assist you with your specific needs.HowHow Any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Located in Atascadero, California, Value Health & Life Insurance Services provides personal service to residents in San Luis Obispo county, and all over California and Arizona.

Value Health & Life Insurance Services

California Insurance License #0A66073