Start Taking Care of Your Tomorrow Today

You’re passionate about getting the most out of life.
We’re passionate about giving you a financial strategy that can equip you to do that.

Discover the Security of Having a G.U.I.D.E.

We developed and refined our five-step Retire Ready G.U.I.D.E. process to help clients make important decisions and live the life they want. We get to know you, your situation and your goals so we can provide services and products tailored to your unique needs.

G
U
I
D
E

Generate Income

Utilize Tax Planning

Invest Wisely

Determine Health Coverage

Enlarge Your Legacy

We offer services in these three areas:

Prepare

Ready yourself for retirement by putting your hard-earned assets to work.

How?

  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers

Preserve

Shield the assets that can help you live the retirement you’ve always imagined.

How?

  • Asset Preservation Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies

Provide

Support the people and causes you care about the most.

How?

  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts     |     Probate     |     Charitable Giving     |     Estate Planning     |     Tax Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to Meet Your Guide?

Eager to learn more about how we help people to confidently pursue their dreams? Schedule your no-obligation meeting with Rodney today.

SCHEDULE A MEETING

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Peters Wealth Group, its agents and employees do not provide personal tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

This site is published in the United States for residents of the United States. Peters Wealth Group is not soliciting business in international or state jurisdictions where it is not registered. Nothing on the Peters Wealth Group website should be construed as a solicitation or offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Peters Wealth Group does not render or offer to render personal investment advice or financial planning advice through its website.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC-insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Peters Wealth Group, its agents and employees do not provide personal tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

This site is published in the United States for residents of the United States. Peters Wealth Group is not soliciting business in international or state jurisdictions where it is not registered. Nothing on the Peters Wealth Group website should be construed as a solicitation or offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Peters Wealth Group does not render or offer to render personal investment advice or financial planning advice through its website.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.