About
Scott Harper
Preservation Wealth Consultants
Phone: 859-534-0064
Alt: 859-630-9970
The firm specializes in a wide range of services, including:
– Asset Protection
– Estate Planning
– Retirement Planning
– Social Security Planning
– Tax Planning, Strategy and Preparation
– Small Business Growth Strategies
Owner – Preservation Wealth Consultants, LLC.
Scott Harper is an experienced financial professional with a proven track record of delivering exceptional results in the financial services industry. As the Owner and Chief Solutions Officer at Preservation Wealth Consultants, Scott combines his expertise in customer service, tax preparation, financial planning, and insurance planning to provide clients with safe money solutions and sustainable financial strategies.
A highly skilled Enrolled Agent (EA), Scott is recognized as an IRS-registered tax preparer with demonstrated proficiency in federal tax planning, individual and business tax preparation, and representation. He stays at the forefront of industry developments, maintaining compliance through rigorous continuing education, including 72 hours of training every three years.
Scott’s career began in 2004 when he established the Harper Advisory Group in Florence, Kentucky, offering financial services and tax preparation to local clients. Over nearly two decades, his commitment to personal, hands-on service and unbiased financial strategies has driven Preservation Wealth Consultants’ evolution into a comprehensive asset protection and financial planning firm.
At Preservation Wealth Consultants, Scott leads a dedicated team of professionals serving residents of Kentucky, Indiana, and Ohio, as well as some national clients. Together, they craft customized plans to help individuals and small business owners preserve and grow their income in alignment with their unique risk tolerance and financial goals.
With a deep understanding of the challenges and opportunities in financial planning, Scott takes a personalized approach to client service, ensuring every individual feels empowered and secure in their financial journey. His commitment to helping clients achieve long-term financial freedom and a secure retirement makes him a trusted partner in navigating life’s financial complexities.
Anna Hamilton is a results-driven financial project manager with a proven ability to lead strategic initiatives and optimize financial processes within dynamic, fast-paced environments. With extensive experience in risk management, strategic planning, and regulatory compliance, Anna has successfully aligned financial strategies with organizational objectives to drive measurable results.
Throughout her career, Anna has demonstrated exceptional project leadership by managing complex financial operations, including budgeting, cost analysis, and process improvement. Her expertise in occupational health and safety, coupled with a deep understanding of regulatory frameworks, has enabled her to streamline financial operations while mitigating risks and ensuring compliance.
Adept at building and mentoring high-performing teams, Anna thrives on fostering collaboration and driving innovative solutions that enhance productivity and operational efficiency. Her ability to bridge the gap between financial strategy and business goals has consistently delivered impactful results across various industries.
Anna’s key accomplishments include leading cost-saving initiatives, implementing data-driven financial risk assessments, and designing scalable financial workflows tailored to organizational growth. Her expertise in Lean Six Sigma principles further amplifies her ability to identify opportunities for continuous improvement and financial optimization.
Anna Hamilton
Financial Project Manager
Strategic. Comprehensive. Tactical.
At Preservation Wealth Consultants, our passion is providing safe money solutions to help your clients reach their financial goals and enjoy a sustainable retirement. We believe there are Four Pillars to a Sustainable Retirement Planning Strategy
- Smart Asset Accumulation that includes guaranteed protection from market loss.
- Ensuring that you have enough guaranteed income that you cannot outlive.
- Planning for the possibility of a long term care event; the greatest threat to any retirement plan.
- Developing a tax efficient wealth transfer strategy.
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to set up a free virtual consultation.