Proactive Wealth Strategies for Physicians

Meet Your Guide

Jonathan Peters – Senior Financial Advisor

Busy professionals rely on Jonathan Peters to help them secure their families’ financial future in the face of the unexpected. As an independent, full-service Senior Financial Advisor with 35+ years of experience, Jon has navigated personal tragedies, shaping his expertise in wealth preservation, tax strategies, and estate planning. Born and raised in NY/NJ, Jon has a vast network of trusted advisors.

As a former Senior VP of Equity Trading, his resilience and success are evident. Jon’s specialties include…Insurance and Retirement Planning, Estate Tax Reduction Strategies, Social Security, and Business Succession Planning.

Prioritizing clients’ life goals and offering a dedicated, consultative approach, Jon is the ideal partner for your financial journey.

Jon’s current FINRA registrations include:

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), Licensing for Life and Health.

Pathway to Financial Peace of Mind

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.