Retire With Confidence

Marc Catona’s mission at Protect & Preserve Inc. is to help you live your life with confidence. We’re committed to helping you become clear and excited about your financial life. We’re also dedicated to helping you take actions that are in your best interest, to help you build financial wealth for yourself and generations to come.

We are legacy builders — helping people work toward financial freedom, independence and generosity as the bedrock of a truly great society.

Our bottom line is simple: We believe that retirement is about being able to do what you want, when you want and where you want — all on your own terms. We can get help you get there by providing guidance for developing an overall retirement income strategy and offering a variety of insurance products to help achieve the objectives of that strategy.

With so many investments and insurance products available today, it’s important to work with a financial professional with specific expertise in insurance and annuities. Marc has over 20 years of experience in the insurance and annuity industry. He holds insurance licenses in New Jersey and several other states. Marc also has served as president of the South Jersey chapter of the Society for Financial Awareness since 2008.

Get To Know Marc

  • Marc has served in the insurance and income planning industry since 1989.
  • Marc formed Protect & Preserve Inc. in February 2004.
  • On Sept. 28,2002, Marc married the woman of his dreams, Ania. Marc and Ania love to travel and spend time with their family.
  • Marc has been the featured speaker on radio and at the Society for Financial Awareness events. He enjoys sharing his knowledge with his clients and community through informational seminars.
  • Marc’s daughter. Ashlee, was born Nov. 9,2003. Ash lee loves to play piano and create short videos on YouTube.
  • Marc’s son, Leonardo, was born Nov. 26,2005. Leonardo loves to create short videos with his sister and play video games with his friends.
  • Marc’s wife, Ania, was born in Poland and moved to the United States when she was 16 years old. She became a U.S. citizen at 26.
  • Marc was born in Philadelphia but raised in the city’s suburbs. After graduating with an associate degree in business from the Restaurant School at Walnut Hill College in 1981, Marc moved to South Jersey and worked in the casino industry for 21 years.
  • Marc wrestled and played ice hockey while in high school. He’s passionate about having his children play team sports in school.
  • Marc has been featured in The Press of Atlantic City many times throughout his career.

Proud Military Supporter!

Six of my 12 uncles were in the Army and Airforce. I remember all of the different stories they told later in life being a Veteran and how the trainings and being in war affected them coming back and fitting in.

I have worked with many federal employees being educated on CSRS, CSRS Offset and FERS assisting them with educating them with transitioning to retirement with their TSP and FEGLI replacement. It can be a very confusing time when you want to retire and even after retirement. You want to make the best decisions for you and your family when it comes to planning your transition in retirement.

The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipality taxes or penalties. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell, or the solicitation of an offer to buy, any particular product. Such information is directed solely to those individuals who reside in the jurisdiction in which the representative is registered in the state where the consumer and/or prospective client reside.

1 Review for Marc A Catona

HelpVet

1078 Reviews

When working with Marc you can expect an honest assessment of your Financial Future.

5/ 5

When working with Marc you can expect an honest assessment of your Financial Future. He can guide you to a smart place in the retirement years ahead. ~ Eric Esposito ~

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  • Do You Offer Military Discounts:Yes