Services

 

"I want my clients to feel comfortable with the decisions they are making. By making financial planning easy, I give them the freedom to enjoy each day more."
- Peter Stefanic  

Asset Management and Retirement Planning 
To help people develop a sense of balance in life, Peter provides comprehensive financial advice and services. By developing holistic financial strategies and providing premium personal attention, Peter provides his investors with a sense of confidence as they face their futures. 

Peter's comprehensive services include:

• Retirement Planning
• Wealth Management
• Estate Planning
• Mutual Funds
• Variable Annuities
• Fixed Annuities
• Variable Life Insurance
• Universal Life Insurance
• Fixed Life Insurance
• Long Term Care Insurance
• IRAs
• Roth IRAs
• Stocks
• Municipal Bonds
• Corporate Bonds
• SEP IRAs
• Managed Accounts
• 403(b)s
• 401(k)s
• REITs
• Limited Partnerships
• No-Load Mutual Funds
• Wrap Accounts
• Asset Management