Broker Check
Client Login

Financial Planning

Trusted Financial Mobile Planner, AL

Build a Path to Your Secure Future 

Client Centered Financial Planning in Mobile

Client Centered Financial Planning in Mobile

Financial planning is for anyone who wants to make informed decisions about their financial future. A staggering 75% of Americans handle their finances without professional help, and many live paychecks to paycheck. 

According to CNBC, only about 25% of people have a written financial plan, yet nearly half of those without one believe they don't have enough money to warrant one. This misconception can lead to missed opportunities and financial pitfalls. 

At Peters Financial, we create a well-structured financial plan that encourages greater fiscal responsibility, improves money habits, and provides a roadmap for achieving your financial goals. 

Our Mobile Alabama Team


Taylor Fuller
 Client Services Associate

Professional Guidance on Every Aspect of Financial Planning in Mobile

As your trusted financial planner in Mobile, AL, we offer comprehensive services designed to address all your financial needs. Our fiduciary advisors provide professional guidance on:

We help you develop a clear retirement plan that aligns with your goals and ensures you can enjoy your golden years without financial stress.

IGet practical advice on handling debt, helping you develop strategies to reduce liabilities and improve your overall financial health.

We secure your legacy through strategic estate planning tailored to your life’s stages, ensuring your assets are protected for future generations

We create sustainable income strategies that support your lifestyle and long-term financial goals. outlined.

Our advisors provide professional insights on wealth management, helping you make informed investment decisions that align with your risk tolerance and financial objectives.


We guide you through the ins and outs of college funding, so you can confidently plan for your children’s education without compromising your financial stability.


Financial Planning for Every Stage of Life 

Starting Out

Starting Out

We’ll work with you to develop a budget, manage debt, and start saving for future goals like buying a home or starting a family. By establishing good financial habits now, you’ll be better prepared for the challenges and opportunities that lie ahead. 

Mid-Career

Mid-Career

As you progress in your career, your financial goals and responsibilities will likely expand. Our financial planners in Mobile, AL, help you navigate this critical stage by providing guidance on investment strategies, retirement planning, and risk management. 

Approaching Retirement 

Approaching Retirement 

As retirement approaches, we have a clear plan in place to ensure that you can enjoy your retirement years without financial worry. Our advisors will help you assess your retirement savings, develop a sustainable income strategy, and address any potential risks to your financial security. We’ll also assist with estate planning, so you can ensure that your assets are passed on according to your wishes. 

Address
153 West I 65 Service Road North
Mobile, AL 36608
Hours
Monday - 8am-5pm
Tuesday - 8am-5pm
Wednesday - 8am-5pm
Thursday - 8am-5pm
Friday - 8am-5pm
Toll-Free
(800) 554-4599

Frequently Asked Questions

Absolutely. Financial planning is essential regardless of your net worth. Our services are designed to help you make the most of your resources, whether you’re just starting out or managing a more complex financial portfolio. We focus on building a strong financial foundation that supports your long-term goals.

Our investment strategies are customized to fit your individual risk tolerance, financial goals, and time horizon. At Peters Financial, we guide you through selecting investments that align with your overall financial plan, ensuring that your portfolio is well-balanced and positioned for growth.

Yes, managing debt is a key component of our financial planning services. We’ll work with you to create a plan that reduces your liabilities and improves your overall financial health. Our advisors provide actionable strategies to pay off debt efficiently while keeping your other financial goals on track.

Protecting your assets is a priority at Peters Financial. We implement risk management strategies that safeguard your wealth against unforeseen circumstances. This includes insurance planning, diversification of your investment portfolio, and setting up trusts or other estate planning tools to protect your legacy.

During your initial consultation at Peters Financial, we’ll take the time to understand your financial situation, goals, and concerns. This meeting is an opportunity for us to assess where you are currently and to discuss how our financial planning services can help you achieve your objectives. We’ll begin crafting a tailored plan to address your specific needs.

The frequency of meetings depends on your personal preference and the complexity of your financial plan. Typically, we recommend meeting at least annually to review your progress and make any necessary adjustments. However, we are always available to meet more frequently if needed, especially during significant life changes.

Peters Financial operates on a transparent fee structure, which we’ll discuss in detail during your consultation. Our fees are based on the scope of services provided and the complexity of your financial situation. We believe in providing clear and upfront pricing with no hidden costs.

Yes, we provide comprehensive advice on college funding, helping you navigate options like 529 plans, scholarships, and financial aid. Our goal is to ensure that your children’s education is financially attainable without compromising your other financial goals.