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Life Event Financial Counseling

When Life Happens, We Can Help

Whether you're planning for the future or dealing with something unexpected, there's more than just your finances to think about. From family and home to work and retirement, we can help you feel good about your options and your decisions. At Peters Financial, we are here to help you every step of the way no matter what life throws at you. 

Birth Life Event - Peters Financial

Live Event Examples

Death - The death of a spouse or loved one is devastating and can be disorienting for those mourning. For the last forty years, we have counseled our clients through the financial uncertainty that comes with the death of a loved one. We build our portfolios and financial plans to transfer seamlessly to the surviving beneficiaries. This ensures that you will not have to worry about financial concerns during an already challenging time. We are happy to work with your tax/estate attorney to create a plan that ensures your assets transfer smoothly. This will also ensure your dependents will continue to receive the financial support they need.

Marriage - If you or a loved one are planning to get married, we are happy to help you determine how to fund the expenses of a wedding.

Divorce - Navigating a divorce involves more than deciding who gets what. We will work with you and your attorney to ensure that your financial assets are safe.

Having or Adopting a Child - Brining a child into your life can be exciting and overwhelming. We can help you prepare financially, logistically and emotionally. 

Major Purchases - From buying your dream car to making some needed renovations to your home, we can help you plan for these big commitments and the costs. 

Starting a Business - If you are thinking about making the jump and starting your own business, it is extremely helpful to understand your personal finances and what goals you'll need to hit to sustain your desired lifestyle. 

Need Help Navigating a Life Event?

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