Fiduciary & Trusted Partner

"Outliving your money" weighs on people's minds more than death itself!  There is a difference between purely financial value and economic value to your lifestyle.  This is where the PLAN comes in. 

Almost everyone has investments or a Financial Adviser .... not everyone has a PLAN.  

I have a PLAN! 

Together, we will create a financial strategy that gives you an understanding of where your assets are invested, and more importantly, why!

Starting out with the right questions, staying laser focused on results and meeting expectations is a winning strategy for me.  And while investment strategy can be complex, I take time to explain options and offer solutions which can create a solid partnership for years to come. 

It's never too late to get started.......Are you prepared for YOUR future?

Does your Financial  PLAN today help you manage your tax bracket later?  What's your Income Distribution Strategy?  Is your investment portfolio structured to mitigate the effects of taxes when you withdraw the funds in retirement? 

What safe PLAN do you have for your retirement nest egg when the stock market plunges?  You have an alternative pool of investment money so as to not lock in losses on your investments in the stock market or mutual funds.

I put people first and recognize that you are a uniue individual deserving of my time, knowledge and commitment.  My goal is to get to know you and your specific circumstances to help create the best PLAN for you.

To schedule time with me: 

https://calendly.com/ppetersen01

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice.