About | Preservation Wealth Management

Where the Rest of Your Life Money, Matters

Why Retirees Choose Preservation Wealth Management

Protecting Today. Planning Tomorrow.

A Fiduciary Wealth Management Firm

Empowering You With the Right Holistic Planning

At Preservation Wealth Management, we believe great financial planning starts with truly listening. We take the time to understand your goals, values, and concerns so we can build a strategy that reflects what matters most to you. Through a holistic approach that brings together wealth management, income planning, tax strategies, estate planning, and legacy planning, we help clients create clarity and confidence in every stage of their financial journey. Our mission is simple: to provide thoughtful guidance that protects what you’ve built and supports the future you envision.

Step 1: Discover & Define

We start by getting to know you — your goals, concerns, timeline, and what retirement truly looks like for you. This is where we define priorities and create a clear picture of what matters most.

Step 2: Deliver the Strategy

Once your plan is built, we put it into action. From investments and income strategies to protection and risk management, we deliver the solutions that turn your goals into a working financial plan — with clarity at every step.

Step 3: Holistic Planning for Life

Retirement isn’t one-dimensional — and neither is your plan. We integrate tax planning, healthcare considerations, legacy goals, and long-term care into one coordinated strategy that evolves with you through every stage of life.

Get An Annuity Review With Preservation Wealth Management

Understand Your Annuity — With Guidance You Can Trust

Annuities can play an important role in retirement, but they’re often complex and misunderstood. At Preservation Wealth Management, we take the time to review your annuity in plain language — helping you understand how it works, what it costs, and how it fits into your overall retirement strategy. Our goal is to give you clarity and confidence, so you can make informed decisions knowing your financial future is supported by guidance you can truly trust.

Tim Loving

Founder/CEO

Tim Loving is the Founder and CEO of Preservation Wealth Management and brings nearly 40 years of experience helping individuals and families plan for a confident retirement. He holds a bachelor’s degree in finance from Monmouth College and is Series 65 licensed, along with resident life and health licenses in Illinois and non-resident life licenses in multiple states.

Tim specializes in holistic retirement planning, integrating wealth management, income, tax, estate, and legacy planning into one comprehensive strategy. His philosophy is simple: listen first. By truly understanding his clients’ goals and concerns, Tim helps them achieve realistic returns while reducing the worry of outliving their money.

Originally from Aledo, Illinois, Tim now lives in Oak Run with his wife of 27 years, Lori. They have two children, including a son who has joined the firm. Outside of work, Tim enjoys the outdoors—fishing, hunting, boating, and hobby farming—and is active in his local church and charitable organizations.

Roxanna Healey

Director of Client Experience

Roxanna Healey is the Director of Client Experience at Preservation Wealth Management, where she supports clients and advisors through every step of the planning process. After more than 30 years in the healthcare field, she transitioned into the financial industry with a passion for learning and continuing to serve others.

Roxanna manages client scheduling, document preparation, and ongoing follow-ups, and is known for her patient, detail-oriented approach and commitment to understanding each client’s needs. She values Preservation Wealth Management’s faith- and family-centered culture and enjoys being part of a team that shares those values.

Outside the office, Roxanna is a proud mother and grandmother who enjoys gardening, staying active outdoors, and serving through her church and local community.

Eli Loving

Financial Advisor

Eli Loving is an Investment Advisor at Preservation Wealth Management, where he helps clients make informed investment decisions tailored to their individual goals. He earned his degree in Business from Western Illinois University and has long enjoyed investing and sharing that knowledge with others.

Eli believes there is no one-size-fits-all approach to financial planning and values the care and thought the firm puts into doing what is best for each client. He especially enjoys meeting new clients and learning alongside his father, Tim, Founder and CEO of the firm.

Originally from Knox County, Illinois, Eli still resides in the area. Outside of work, he enjoys fishing, hunting, golfing, and traveling—especially to Arizona during the winter. He is passionate about treating others with kindness, and many are surprised to learn he’s also a great cook.

We’re only a phone call away! Call (309) 342-4109 and let us know how we can help.

Get Started With Preservation Wealth Management

Still Have Questions? Contact Us Today To Secure Your Financial Future

Ready to feel more confident about your financial future? Schedule a complimentary conversation with Preservation Wealth Management and start building a plan designed around you.