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Our Services

Our vision is to offer a comprehensive solution set to our clients. This includes a planning process that ultimately yields a set of recommendations that may include insurance, investments, and other strategies.

Many of our clients are business owners who face unique challenges with regard to employee benefits, retirement planning, recruitment and retention, succession and tax strategies.

We recognize that business owners are also individuals with families and personal financial concerns. To this end, Peter also offers comprehensive planning, asset and risk management services for their individual needs.

“So many business owners treat their business like a stock and their personal life like a bond... by that we mean they invest disproportionately into their business at the expense of their personal finances.

Over the long haul they end up paying a price for this type of strategy.”

For businesses:

  • Employee benefits planning
  • Insurance, including business overhead expense
  • Retirement planning
  • Succession planning, including key-person policies, buy-sell agreements and more

For individuals and families:

  • Insurance and risk management
  • Investment planning
  • Retirement planning
  • Legacy planning
  • Personal Financial Planning
  • Small Business Planning
  • College Funding
  • Income Planning
  • Wealth Management
  • Estate Planning Strategies
  • Employee Benefits
  • Retirement Plan Consulting for 401 (K) 403 (B) & 457 Plan Sponsors
  • Medicare & Health Insurance 
  • Disability & Long Term Care
  • Notary Public Services

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC