As a Fiduciary, Peter has a tremendous responsibility to serve each person ethically and with the financial welfare of his clients as his top priority. Peter has worked very hard to earn his series 65 license.
In delivering such service, he treats each client as individuals and creates a custom financial plan that considers each client’s specific details, needs and goals. His consultations are designed to identify solid action plans with his clients. Peter has collected a variety of tools and resources to serve his specific needs clients and does not engage in cookie cutter solutions. As a boutique firm he has the ability to choose from a universe of options and is not tied down to “proprietary strategies” like many corporate structured firms enforce. His execution is intentional and by design.
Peter’s corner stone of education is what empowers his clients. He dedicates countless hours, annually, teaching classes at local universities. His clients are often former students of Peter’s educational division called “PILLAR ADULT LEARNING CENTER”. He has created a scholarship program called the “Life Time Learning Scholarship” to encourage continual education. Clients are able to make wiser financial decisions in everyday life and become an intricate partner in the custom design of their financial plan due to the educational empowerment. The process at pillar Financial is interactive and requires that a client gives input and makes collaborative decisions. A client will solidify a financial plan with Peter to ensure complete satisfaction.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.