Broker Check

Peters Financial Group - Wellesley, MA

Products & Services

Life Insurance

  • Achieve sufficient levels of protection for yourself and your family.
  • Increase access to your money and protect & grow your wealth.

Disability Insurance

  • Provide optimal income in case of disability.
  • Offer a safe resource for yourself and your family.

Retirement plans

  • Plan for & ensure a sufficient level of income to maintain your standard of living.

Investment Accounts

  • Learn the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
  • Make investments that will enable you to preserve your capital and earn a reasonable rate of return.

Annuities

  • Learn how to benefit from investment vehicles designed to help you save for retirement.
  • Utilize a tax-deferred asset.

Group Insurance

  • Obtain insurance that covers a group of people, usually who are the members of societies, employees of a common employer, or professionals in a common group.

The Living Balance Sheet®

  • Understand the effects of your financial decisions, streamline costs, and plan for your future.
  • Provide a view which will help you maximize protection, minimize cost, and protect your personal assets.

Financial Planning

  • Create a comprehensive financial plan that will include: estate planning, retirement planning, cash flow management, risk management, tax planning and investments.

Advisory Services

  • *Obtain specialized advice on capital formation, cash flow, and wealth management.

Tax Planning Strategies

  • Understand and manage the impact of taxes.
  • Discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.

Estate Planning

  • Manage your affairs during your lifetime and control the distribution of your wealth after death.
  • Spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate.
  • Realize your intentions to plan for your heirs and your legacy.
  • Build a plan to confidently navigate life’s changes.

Long-Term Care

  • Cover the cost of medical and non-medical services needed by those who have a chronic illness or disability – most commonly associated with aging.
  • Cover the cost of nursing home care, in-home assistance, assisted living and adult day care.

*Advisory & Wealth Management services offered through Park Avenue Securities