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Our Process
How We Work
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. 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 as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Prior to First Meeting
Before we meet for the first time, we will ask you to gather information and specific documents to bring with you to the meeting so that we can accurately discuss your needs. All of our meetings are held in our office, where we have access to reports, information, materials, 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. If you can’t gather everything, don’t worry–it is the meeting that is most important.
First Meeting
During our first meeting, we will:
- Introduce ourselves
- Provide information to you about Peters Financial, LLC
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 (i.e. staying in the same home, moving, etc.)
- Your investment risk tolerance
- Your money management philosophy
Second Meeting
During our first meeting, we will:
- Introduce ourselves
- Provide information to you about Peters Financial, LLC
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 (i.e. staying in the same home, moving, etc.)
- Your investment risk tolerance
- Your money management philosophy
Where do you want to go? We'll get there, together.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. 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 as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Our Services
Where do you want to go? We'll get there, together.
We have been helping our clients with Financial Management, Retirement Planning, and Insurance services for over 40 years. Our first priority is helping you secure a bright financial future for yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been our cornerstone, and the foundation of our success.
Financial Management
Financial planning looks at every aspect of your financial life. This is how we determine how to best achieve your Retirement, Investment, Estate, and Risk Management goals.
Retirement Planning
Our role is to help you create a retirement plan by understanding your unique circumstances and help 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.