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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

Medicare Event 2019

The Peters Group Fishing Day - 2019

Helpful Content

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The Anatomy of an Index

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Financial Hacks for Millennials: Starting a Business

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Be My Beneficiary

Financial planning for couples.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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

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This calculator helps estimate your federal estate tax liability.

My Retirement Savings

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

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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