| Timothy
H. Holt President
Timothy H. Holt is the owner of Value Health and Life Insurance
Services as well as the President of Preservation
Capital Group LLC. Through this California Corporation,
he formed a synergy between his Registered Investment Advisory
services, his brokerage relationship with Madison Avenue Securities
Inc. member FINRA/SIPC,
and his insurance agency Value Health & Life Insurance
Services. This synergy brings the opportunity to offer unbiased
advice to people regarding financial and health related insurance
and investments. With one very important goal in mind: to
simplify the process of helping businesses and families build
wealth and remain financially and medically secure, through
a thorough consulting method which includes life and health
insurance solutions, and appropriate securities investments.
Preservation
Capital Group LLC was founded on a commitment to uphold
the highest standards and service.
Headquartered in Atascadero, California, Value Health &
Life Insurance Services and Preservation
Capital Group provides personal service to residents in
San Luis Obispo and Santa Barbara counties, and all over California
and the United States.
Preservation
Capital Group was created by Timothy to offer customers
a level of service uncharacteristic of the industry and create
personalized risk assessment to potentially achieve a comfortable
financial future. Since 1989 Timothy has been protecting investments
and educating people around the community about health and
life insurance with seminars and speaking engagements.
Tim's
Professional Profile |
Tim and his family
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Staff |
Elaine McElmury
Controller |
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Colleen Ross
Health Insurance Specialist/Special Projects Supervisor |
Tiffany Decoux
Office Manager/Account Coordinator |
Holt visit to snow 2010. Mt Pinos
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OUR GOLD
MEDALIST
Preservation
Capital Group sponsors Dale Zeulner every year in the Police
and Fireman’s Olympics in Horseshoeing. Dale is a
young 83 year old client.
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Christmas 2007
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Our
Team |
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Emma
6 years, Abby 2 years and Claire 4 years
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Our other 2 daughters, Emma and Claire.
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Grandma Traub with new baby and Claire
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Emma
learning the art of saving!
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"Mrs.
James", the office cat!
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Bodie James Holt at 7 months |
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National Association of Christian Financial
Consultants
The NACFC
is a group of investment professionals committed to investment
and financial planning disciplines centered upon biblical
principles. Their mission is to provide educational resources,
fellowship support, and biblical standards for professional
investment counselors seeking to integrate Bible-based principles
within financial counseling practices.
Tim is a member of the NACFC
and employs their principles and resources into his strategies
and techniques.
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