Certified Senior Advisor Newsletter

     Twelve years ago we sat down with Peter and he mapped out a plan for our retirement. Peter reviewed this plan with us regularly, through good times and bad, and I am happy to report that we made our retirement goal this summer. We are enjoying our retirement and feel confident knowing Peter is there to assist us.

J. & W.L.
Retiree

     We have been with Peter for over 15 years, and quite simply, we have lasted 15 years because he has always lived up to his word. When Peter said he was going to do something for us we always knew it would be done to our satisfaction.

B. & B.Y.
Business owner

     As a recent retiree my wife and I had a tremendous amount of anxiety and worry about where our retirement income would come from. We decided to meet with Peter and instantly we knew we made a wise decision. Peter explained the options available to us at retirement, helping us make important decisions about our future. He was patient and understanding throughout the entire process and we are very comfortable working with him. Peter’s staff is also very helpful they go out of their way to help us.

S. & C. H.
Retired Steelworker