1584 Feureisen Avenue,
What Are You Looking For in a Financial Planner?
Deciding on the right partner to manage your money is something that shouldn’t be taken lightly. Beyond designations and degrees, you seek someone who is thoughtful, communicative, and enjoyable to work with. Financial planning goes far beyond dollars and cents, your financial planner should too.
I’m in this business because I feel that there should be more financial professionals willing to bring humility and empathy to the planning process. My goal is simple: understand what concerns keep you up at night and put them to rest by offering holistic planning and personalized guidance.
As an independent advisor, I’m not obligated to push certain products or offer limited investment solutions. I’m free to create tailored strategies that work in your best interest and address your concerns now through retirement and beyond. Because of this, I’m proud to serve as an advocate and consultant along your financial journey.
Like most of you, Covid changed my relationship with fitness. With a need to workout in a socially distanced way and through the encouragement of my friend, John, I got into cycling. One thing led to another, and as winter approached I became a proud (and addicted!) Peloton rider.
Just as I serve to motivate and lead my clients, I’ve found my favorite Peloton instructors are doing the same - leading and motivating me at a time when I need it most.
If you’re a rider, join me for a class! I’ll be posting upcoming rides here regularly, and I hope to see you on the leaderboard soon. My handle is PetersonPiper.