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Home Unlabelled Super excited to announce...

Super excited to announce...

I'm excited to announce I was chosen as...
 
I'm excited to announce that Investopedia chose me as one the top one of the top advisors in the United States for the second year in a row.
From Investopedia: "The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. They influence the practice of financial advice, and help educate millions of investors."

Congrats to all my fellow financial planners who also received recognition! You can see the full list of top advisors for 2019 here.

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Now is among the best times of year to be working with a financial advisor, so I've opened up additional slots on my calendar for anyone interested in learning how to minimize taxes and optimize savings before the end of the year. On the tax front, in particular, it's important to start now while there is time to explore meaningful strategies.

Schedule a quick 15-minute chat with me and I can take a second look over your finances.

To making money simple,
Peter

PS. Are you an attorney or know someone who is?

Sign up for my free presentation Wednesday, September 4th "Building A Strong Financial Foundation That Will Help You Grow Your Firm." Attorneys will also be pleased to know that the presentation is eligible for 1.2 hours standard CLE in Missouri.

I will be covering a simple framework to get your personal financial house in order so you have the flexibility to make growth-oriented decisions with your business. I will also address key succession planning issues attorneys can address at different stages of their business life cycle to further improve their success.

Please pass the opportunity along to any attorneys you may know!
 
 
 
 

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