SERVICES
FINANCIAL PLANNING
If you are at a major milestone in your life and would like a qualified LPL Financial Advisor to help you with the next steps, a full financial plan may be in order. Major milestones include: retirement, change in career or job, marriage, birth of a child or grandchild and interest in passing on wealth to the next generation. Financial plans can be very detailed and require time, but if executed successfully can help offer a long term road map for your future.​
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At the core of your relationship with Peoples Financial, we are highly focused on helping you reach the following goals:
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1. Managing Your Wealth
Pursuing your dreams starts with articulating and quantifying them.
2. Grow Your Wealth
We work with you to design an investment strategy tailored to help pursue your specific financial goals based on your individual risk tolerance.
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3. Keep Your Wealth
Your investment portfolio is only half of the equation. You also need ideas to manage your tax liabilities and guard your family’s financial future from unforeseen events.
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4. Enjoy Your Wealth
They say life happens when you’re making other plans. We’ll help you balance your current income and liquidity needs with your long-term goals.
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5. Pass on Your Wealth
Comprehensive planning can help in an effort to pursue that what you have built will eventually benefit the people and organizations that mean the most to you.
PERSONAL FINANCIAL SERVICES
You can expect us to take the time to get to know you and understand your financial dreams in order to craft a tailored financial plan to pursue them.
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Some areas in which we can help you are:
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401K Rollovers
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Retirement & Distribution Planning
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Traditional & Roth IRA’s/IRA Rollover Services
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College Saving Plans
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Life & Long Term Care Insurance
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Fixed & Variable Annuities
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Social Security Analysis
SMALL BUSINESS SERVICES
Whether you are self-employed, own a small business or a large corporation, we offer access to a full suite of investment services that accommodate your needs.
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Depending on your financial goals, you may benefit from implementing one or more of the following investment plans:
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Retirement Plans
(401k, Simple IRA, SEP Plan and Keogh Plan) -
Succession Planning
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Business Succession Insurance
(Key Person Life, and Buy/Sell Agreement)
INSURANCE PLANNING & ANALYSIS
You work hard to provide for your family and to create a secure financial future for the ones you love. Why not protect it? We examine your current insurance policies along with your financial situation to help determine if you are adequately covered or if there are ways to re-purpose those policies to fill any gaps.
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Life & Long Term Care Insurance
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Fixed & Variable Annuities
