SafelyRetire.com was founded by Peter with the mission of inspiring individuals, families, and business owners to take control of their financial future. Planning for your retirement is a complex journey as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long term care can all have a major impact on the funds you have saved and planned to live on for retirement. Uncovering which assets make the most sense is crucial to ensure you will not outlive your money whatever life may bring your way.
Peter feels it is important that you are comfortable and confident that you have found the right person to help you finally eliminate these concerns prior to solving for them. He and his team work with you to understand what are your major concerns and what would bring you the most peace of mind in retirement.
With our experience and knowledge from 30+ years in finance, we offer innovative strategies which will eliminate risk and deliver you certainty and control. As brokers with access to an array of products and solutions, you can rest assured we will present strategies that will let you retire feeling in control. We would be honored to learn about your goals, establish trust and create a plan with you to safely optimize your wealth for your retirement and beyond.