Home - Protect First Financial

The Path To your Potential

At Protect First Financial, we are getting back to the basics to help you protect your future.

We understand the discipline and drive it takes to build your wealth and the fear that often comes with protecting it. As fiercely independent advisors, our philosophy is rooted in humanity, prioritizing your journey and your future dreams. Money is simply a tool, and with proper guidance, it can help you reach your potential, find purpose, and create a path forward to the future you envision.

Choosing Integrity

Protect First Financial was founded on a simple belief:
financial success should never come at the expense of your values.

After seeing firsthand how often the industry put profits before people, Reed, Hector and Tasha created a firm built on integrity, education, and genuine care—helping families use money not as the end goal, but as a tool to build stronger futures and pursue what matters most.

strategize your future

Financial planning is ultimately about people, not money.

Money is simply the tool that helps create security, opportunity, and peace of mind. At Protect First Financial, our purpose is to bring clarity to complex choices with a plan that supports both stability and fulfillment in retirement. Our complete plans are designed to prioritize your journey, secure your future, and solidify your legacy. You’ve worked hard to build your life. Now it’s time to strategize your future.

Driven To Build

At Protect First Financial, we want to help you cultivate security and purpose in your future. With years of experience navigating the complexities of financial planning, we are well-equipped to help you implement comprehensive strategies that can provide peace of mind.

Our complete plans are designed to create stability through retirement planning, insurance strategies, tax efficiency, wealth preservation, and investment strategies. We are driven to help you build the future you envision and move into retirement with purpose and clarity.

Get in touch

First Name

Last Name

Phone

How Did You Hear About Us?

Tell Us How You Heard About Us

Message

Accept Updates

Send me important links, updates, and information from Protect First Financial via text directly related to this request. I understand that text and email communication may be with human or AI assistants. Msg&Data rates may apply. Msg freq varies. Reply HELP for help, STOP to cancel.

Accept Invitations

I'd like occasional valuable financial insights, future event info & invitations for personalized planning sessions from Protect First Financial via text. I understand that text and email communication may be with human or AI assistants. Msg&Data rates may apply. Msg freq varies. Reply HELP for help, STOP to cancel.

P: (407) 349 – 3634

info@protectfirstfinancial.com

Florida Office:
6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827
Arizona Office:
4250 N. Drinkwater Blvd, Suite 300, Scottsdale, AZ 85251

Connect with us:

Quick Links: