Individual & Family Services

How can PEERS help me?

"PEERS dedicates itself to fufilling the most important agenda in the world --- yours.  Our experience, knowledge, and tradition of striving for excellence make PEERS the elite option for the demanding few who insist on consummate attention to their needs."

 

Don’t Dream About Your Future… Plan For It

If you’re like most of us, you have an idea of where you want to go, but are too busy to plan your financial future. We all want happiness, good health and confidence in our economic future. Unfortunately, most of us have no clear plan as to how to achieve our financial security.

Like any other goal, one of the best ways to help achieve your financial objectives is to create a plan that will increase the probability of your reaching your goals.

We have successfully helped many people because we have the knowledge and experience to develop a flexible plan that can help you achieve your financial goals and dreams.

The Financial Planning Process

To start, we begin by listening. Asking the right questions and really listening to your answers is the best way we can understand your financial needs. Together, we will review and assess your present situation and define future goals. We will then analyze exactly what steps need to be taken to help you reach your specific objectives.

We will construct a strategy of specific recommendations that, taken together, form a plan that is unique to your personal financial situation. Once your plan is in place, we take the time to meet with you and make sure you understand what is being recommended and why.

One of the most important services we can provide is to help you implement the recommendations we have made. Whether it’s savings, traditional or alternative investments, or insurance, we have the ability to assist you in executing your decisions.

Remember that unknown factors, both positive and negative, are always ahead of us. We will meet with you annually to review your plan. We will be there to help make the needed adjustments so that your plan continues to work to meet your goals. We are your partners.

 

 

 

Products and Services Available

General Planning Services

  • Fee-Based Financial Planning
    • Customized
    • Modular / Focused
  • Retirement Planning
  • Wealth Accumulation & Presevation Planning
  • Wealth Distribution Plans
  • Asset Protection Plans
  • Investment Advisory Services, Including Asset Allocation & Selection
    • Passive-Strategic
    • Active-Tactical
    • Portfolio Rebalancing
  • Income Continuation Services
  • Income For Life Planning
  • Portfolio Optimization

 

 

Investment Products

Traditional Investments

  • Mutual Funds
  • Managed & Brokerage Accounts
  • Third-Party Strategists
  • Variable Annuities
  • Retirement Accounts
    • IRA's
    • 403(b)'s
    • 401(k)'s
    • Deferred Compensation Plans

Alternative Investments

  • Direct Participation Programs
    • 1031 Exchange
    • Equipment Leasing
    • Oil, Gas & Timber

 

Insurance & Protection Products 

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Fixed Annuities
  • Single Premium Income Annuities
  • Equity-Indexed Annuities