Welcome To The Creative Financial Solutions for Physiatrists
Jonathan Peters
SENIOR FINANCIAL ADVISOR
Jonathan Peters is a Senior Financial Advisor with over 30 years of experience in the Financial Service Industry. Currently holding many FINRA registrations including the Series 7 (General Securities), Series 24 (General Securities Principal), Series 55 (Equity Trader), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser Law) as well as licensing for Life and Health. Jonathan is a full-service financial advisor. While working with Jon, you will find that he employs a team approach, pulling in the best in the business. His proprietary strategies are geared to empower individuals, business owners, top-tier executives, and seekers of financial independence. He specializes in Insurance and Retirement planning, Estate tax reduction strategies, Social Security along with Business Succession Planning. Unlike other advisors, Jon possesses a unique understanding of trends gained through his decades of work with Technical Analysis employed during his long Equity Trading tenure.
Financial Insights Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
ESTATE & ASSET PROTECTION STRATEGIES
To fully leverage estate preservation opportunities and develop strategies to achieve your distribution objectives, we consider:
- Will and trust design strategies
- Property ownership alternatives
- Estate tax reduction techniques
- Life insurance analysis
- Qualified plan distribution
- Family gifting strategies
- Charitable planning
BUSINESS OWNER PLANNING
To fully leverage estate preservation opportunities and develop strategies to achieve your distribution objectives, we consider:
- Will and trust design strategies
- Property ownership alternatives
- Estate tax reduction techniques
- Life insurance analysis
- Qualified plan distribution
- Family gifting strategies
- Charitable planning
RETIREMENT PLANNING
To fully leverage estate preservation opportunities and develop strategies to achieve your distribution objectives, we consider:
- Will and trust design strategies
- Property ownership alternatives
- Estate tax reduction techniques
- Life insurance analysis
- Qualified plan distribution
- Family gifting strategies
- Charitable planning
INVESTMENT MANAGEMENT*
To fully leverage estate preservation opportunities and develop strategies to achieve your distribution objectives, we consider:
- Will and trust design strategies
- Property ownership alternatives
- Estate tax reduction techniques
- Life insurance analysis
- Qualified plan distribution
- Family gifting strategies
- Charitable planning
WEALTH MANAGEMENT PRODUCTS*
Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive planning process, we offer a broadly diversified portfolio of high-quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan.
INVESTMENT AND ADVISORY PROGRAMS*
- Separate accounts
- Multi-strategy accounts (in development)
- Mutual fund wrap programs
- Direct participation programs
- Alternative investments
- Hedging strategies
- Variable annuities
- College funding/529 savings plans
INSURANCE AND ANNUITIES
- Life insurance and fixed annuities
- Disability income insurance
- Long-term care insurance
EMPLOYEE BENEFITS
- Profit sharing, 401(k) & 403(b) plans
- Group insurance
- Employer-sponsored life insurance