Our Process
How We Work
We take a proactive approach to helping you develop a strategy to address your financial plans, goals, and objectives using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations. Our goal is to keep you on track toward a meaningful and purpose-driven financial future.
Prior to First Meeting
Before the first meeting, we will ask you to gather information and specific documents so we can accurately discuss your needs. All of our meetings are held in our office, where we have access to reports, information, and forms. This way, we don’t delay putting your requests into action. Meetings generally last about an hour to an hour and a half.
First Meeting
During our first meeting, we will:
- Introduce ourselves
- Provide information to you about Peters Financial
We will also gather information about:
- Your current financial situation
- Your family situation
- When you would like to retire
- How long until retirement
- Your retirement plans
- Your investment risk tolerance
- Your money management philosophy
Second Meeting
During our second meeting, we will:
- Present a thorough analysis of your current situation
- Provide our recommendations and answer all your questions
- Begin the process of implementing the financial plan if you're ready
Our Mission
Our mission is to listen, understand, and provide thoughtful advice to help others achieve financial freedom.
We have been helping our clients with Financial Management, Retirement Planning, and Insurance services for over 40 years. Peters Financial is a client-centered firm that focuses on building long-term relationships that encourage open and honest communication.
Our financial advisors take the time to understand not only your financial situation but your values and vision for your future.
Our Services
We offer a full range of investment and financial services and access to a wide array of solutions. Our team of financial advisors and client service specialists are ready to help you develop a personalized strategy that will allow you to achieve your financial goals and dreams.
Financial Management
Financial Planning is a comprehensive approach that involves assessing your current financial situation and developing a clear strategy to achieve your goals.
Retirement Planning
Our role is to help you create a retirement plan by understanding your unique circumstances and helping you determine your retirement goals.
Insurance Services
A natural part of life is the risk of unexpected catastrophes that we all face. These risks can threaten your financial security and well-being.
Our Team
At Peters Financial, we recognize our responsibility to create value for our clients. That’s why we take a team approach to your wealth management strategy that is always client-centered. From our financial advisors to our client services associates, we understand that our commitment to you means everything from answering phone calls promptly to regularly reviewing your plan.