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Suite 200
Gig Harbor, WA 98335
(253) 851-3867
 

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Balancing work, free time and family life takes planning. With Peter Stefanic helping you develop financial strategies, you can enjoy each day more and achieve the balanced life you want.

Welcome to Peter's website. Feel free to skip around. If you'd like more information, don't hesitate to contact Peter any time with your questions or concerns. If you'd like, schedule a no-pressure, no-obligation consultation. 

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Services

We create strategies tailored to your goals

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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