The Independent Advisor
Finding sound financial advice from an independent advisor can be challenging. Not all advisors are truly independent.
What is an Independent Firm?
We are not obligated to represent specific financial products, allowing us to offer solutions from a wide range of national resources tailored to your needs. Many advisors at larger firms must recommend their own products, which may not be the best fit for clients.
Thorough Research and Education
All resources and tools we present are rigorously researched, ensuring you are fully informed about any recommendations.
Comprehensive Relationships
We focus on building relationships, understanding your financial situation, values, and vision for the future.
Consistent Communication
We prioritize ongoing communication, especially during challenging times, so you never feel alone in your financial journey.
Preserve your future with Professional Investment,
Retirement, and Insurance Solutions
At Peters Financial, we offer tailored strategies for every stage of life. Whether you’re focused on growth, planning for retirement, or safeguarding your legacy
with insurance, our independent advice ensures your financial security. With no affiliations to specific firms or products, we prioritize solutions that align with your unique goals and needs.
We believe that your financial future should be built on trust and independence. Our commitment to personalized service means you can confidently navigate your financial journey, knowing you have a partner dedicated to your success. Let’s work
together to preserve the future you envision!
Wealth Management
Wealth Management
Tailored solutions to grow, preserve, and manage your wealth across generations.
Retirement Planning
Retirement Planning
Strategies to help you transition smoothly into retirement, striving for financial security and comfort.
Estate Planning
Estate Planning
Preserve your legacy with customized plans that reflect your values and goals for the future.
Comprehensive Financial Planning
Comprehensive Financial Planning
Personalized financial plans to meet your life and retirement goals.
Education Planning
Education Planning
Plan for your children’s or grandchildren’s educational futures with comprehensive savings and investment strategies.
Cameron Gunter
Operations Manager & Associate Financial Analyst
Cameron brings a robust blend of engineering and business acumen to his work. Graduating from the University of Alabama in 2013 with a Bachelor of Mechanical Engineering, he began his career at Outokumpu Stainless Steel, where he...
Edwin L. "Lee" Peters, III
Financial Advisor
Pete and I both share a passion for helping our clients achieve their financial goals. Helping families and businesses achieve financial independence brings immense satisfaction and makes coming to work a pleasure...
Edwin L. "Pete" Peters, Jr.
Principal, Financial Advisor
Pete is a Chartered Financial Consultant with over 40 years’ experience in the financial advisor field. Pete has a Bachelor of Science Degree in Business with a major in Finance. Pete works primarily as a Financial Advisor to...
Taylor Fuller
Client Services Associate
Client Service Specialist Taylor is a graduate of the University of South Alabama with a bachelor’s degree in Finance. While at South, Taylor was a part of the Jaguar Investment Fund as the Risk Analyst and Operations Manager....
Yvonne Kelly
Client Service Manager
Yvonne has an extensive background in customer service and hospitality management with 16 years of experience as the catering and events Director at the Country Club of Mobile. While utilizing her Bachelor’s degree in...
Cameron Gunter
Operations Manager & Associate Financial Analyst
Edwin L. "Lee" Peters, III
Financial Advisor
Edwin L. "Pete" Peters, Jr.
Principal, Financial Advisor
Taylor Fuller
Client Services Associate
Yvonne Kelly
Client Service Manager
One of the most common retirement mistakes is underestimating the amount of money needed to maintain a comfortable lifestyle. Many people fail to account for inflation, rising healthcare costs, and unexpected expenses, leading to financial stress in later years. To avoid this, it’s essential to regularly review your retirement plan, adjust savings goals, and ensure you have a diversified investment portfolio that can withstand market fluctuations.
Another frequent mistake is claiming Social Security benefits too early. While it may be tempting to start collecting benefits as soon as you’re eligible, doing so can significantly reduce your monthly payments for life. Waiting until full retirement age or beyond allows you to maximize your benefits and mitigate a stronger financial foundation in retirement. Proper planning and seeking advice from a financial advisor can help you make informed decisions and avoid these common pitfalls.
Starting a Roth IRA for a Teen
Edwin L. "Lee" Peters, III | July 08, 2025
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you.
Independence Day
Edwin L. "Lee" Peters, III
Who knows where it started – this spark, this freedom – that makes us Americans.
Managing Money as a Couple
Edwin L. "Pete" Peters, Jr. | December 11, 2024
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult.