Peter approaches every client relationship with a thorough and comprehensive education. As a fiduciary, he feels that arming clients with an education will empower them to make wise decisions as life presents multiple financial choices. He understands that Life is dynamic and adjustments may have to be made accordingly. The full understanding and "road map" of execution allows clients to be an intricate part of the financial plan. A financial is an interactive plan for his clients rather than a set of commands. He prides himself on the ability to coach his client through all financial challenges that may arise through the journey. He specializes in developing strategies that help you position assets in tax-advantaged accounts so that in retirement, YOU PAY AS LITTLE TAX AS POSSIBLE.
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.