Broker Check

Peters Financial Group - Wellesley, MA

The Financial Freedom Everyone Deserves WE HAVE AN UNCOMMON APPROACH PERSONAL STRATEGIES OUR PASSION IS HELPING YOU

Understanding Today's Financial Environment

At The Peters Group, we understand that individuals face unique challenges as they prepare for their financial futures. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. 

Our team has the specialized knowledge, resources and multi-generational experience to guide you and your family to financial freedom. Our end goal is to help you “live the dream."

Navigating Your Financial Future:

  • We take great pride in using all of our specialized knowledge, resources and experience to guide you and your family through any financial situation that you may face over the course of your lifetime.
  • We spend the time to understand your specific situation and we take great pride in being able to develop customized plans for each client. Our approach is designed to help you achieve financial freedom so you can “live the dream."
  • To learn more about our Personal Strategies please use the following link: Personal Strategies

Guiding Physicians to Financial Freedom:

  • We have an uncommon, comprehensive financial planning process that was specifically designed to help physicians work through any financial challenge they will face over the course of their lifetimes.
  • We have guided over 500 physician clients to financial freedom and we would love to have the opportunity to do the same for you.
  • To learn more about our Physician Strategies please use the following link: Physician Strategies

The Kids Fund Press Release

The Peters Group - Fishing Outing 2017

Helpful Content

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

5 Original Ways to Show Your Love

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Rightsizing for Retirement

What does your home really cost?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow