Retirement Tax Specialist
President & Founder
As a holistic financial advisor, Peter is known for helping his clients Grow, Keep and Leave their money. With 20+ years of industry experience, Peter is thoroughly trained and specialized in the complex area of retirement distribution planning. Proper retirement planning is not simply the generation of a 20-year plan and away you go. It is really the development and design of (20) 1-year plans that need to be closely monitored, analyzed and adjusted throughout retirement that ensures retirement success.
Peter’s Grow-Keep-Leave process helps his clients to confidently preserve and protect their hard-earned retirement assets, increase their retirement income and reduce their taxes throughout retirement.
Taxes are very different in retirement and not all assets are taxed the same! The counsel and guidance that Peter provides his clients allow them reduce their retirement worries and to be better prepared to Retire with Confidence!
Peter is a local graduate of Red Bank Catholic HS and Monmouth University. While at Monmouth U, he obtained his business degree in Accounting & Finance. Peter also earned a baseball scholarship and was a 4-year starter and selected team captain during his senior year.
Peter and his wife Stephanie reside in Rumson, NJ along with their 6 children (ages 8-22). Peter enjoys spending time with his family, traveling and fishing with his brothers.
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