President Mark C. Peters directs the firm’s financial planning service. This service is exclusively offered to Peters & Associates tax return clients. Mark devises a client-specific financial plan based upon investments held by Mark’s family. Every client has five questions that Mark assists them with:
1. What is my net worth?
2. What return are my investments making?
3. How should I invest my savings during the coming year?
4. Should I sell any investments or reallocate my portfolio?
5. When will I have enough money saved to retire?
Answering these questions is critical to our financial planning service.