Peter is a consultant, a CERTIFIED FINANCIAL PLANNER practitioner examining the entirety of your financial health - your investments, taxes, insurance, and estate. He can assist you to determine how much money you will really need in the years ahead.
He has also earned the prestigious designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Pennsylvania, reflecting his knowledge of advanced insurance planning, retirement planning and wealth transfer. He is a qualifying and life member of the Million Dollar Round Table (MDRT), the premier association of financial professionals.
By continually educating himself, Peter is able to improve his level of mastery and his service to you.
Communication to make planning easier.
Admittedly, the language of financial planning can sometimes seem a bit obscure. Peter clears up any ambiguity. He lets you know the concepts and purpose behind different aspects of your plan. What may seem arcane at first is easily understood with his help.
If you’d like to put yourself on course for retirement, ask Peter for more information, or ask about scheduling an introductory meeting in the near future.
* Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.