Financial Services

Business Planning

Have you thought about what would happen to your family or business if you became critically ill or died? We can provide custom strategies to protect your business assets during life events and help you understand the ins and outs of succession planning.

Estate Planning

Do you have a strategy in place for bequeathing your estate and assets?  Do you know the ins and outs of probate and how to avoid a complicated tangle of red tape and taxes for your beneficiaries?  If not, consider asking Peter how to provide peace of mind for your family.

Financial Planning

Everyone has different needs and goals which makes it difficult to find clarity when it comes to strategizing financial priorities. With seventeen years in the financial services industry, Peter is fully qualified to evaluate your needs and help you obtain your financial goals.

Retirement Planning

Retirement should be enjoyable.  And getting there doesn’t have to be worrisome, as long as you have a savings strategy in place.  If you don’t have peace of mind about your future, consider speaking with Peter about your options.  It’s not as painful as you may think.

Succession Planning

Do you have a strategy in place for selling your business or passing it on to the next generation?  Is your will up-to-date?  Are your debts and expenses covered?  No one likes to think about these things but it pays to be prepared so that your beneficiaries don’t inherit any potential problems.

Saving & Investment Advice

Most wealthy people will tell you that the first step in acquiring wealth is to spend less than you make. These same people will also tell you to make wise investments.  But where to start? You might be surprised in learning how you can make your money work for you, often without risk!

Difficult or High Risk
Insurance Cases

We have available to us insurance companies who specialize in underwriting people who are involved in high risk activities or have health problems that are outside the risk parameters of most insurance companies.

Referrals To Tax-Planning Experts

We partner with reputable third-party experts who are more than capable of helping you with your tax-planning efforts.

Referrals To Debt

We work with reputable and discreet counselors who care about your reputation as much as we do.  If you don’t know where to turn, we can refer you to one of our conscientious partners.

Professional Private Wealth Management

Peter has developed elite partnerships with reputable investment partners on a global scale. If you’re looking for alternative options at getting the most out of your investment dollar, ask to be introduced to these opportunities.

Travel Insurance

Looking for temporary or extended travel insurance for yourself or your family? We offer one of the most competitive travel insurance packages for any age bracket. Call us, or look for the direct link on our website to access your options online.