Wealth Management, Wealth Development, Wealth Advancement
Cooper Peters, CRES, AIF®, has worked as a Financial Advisor for the past 21 years, helping investors manage their wealth and work toward their financial goals.
Through Lincoln Investment, Peters Financial LLC can offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. When you partner with Peters Financial LLC, you will receive professional and personal service.
I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by:
- Analyzing your financial situation
- Selecting appropriate investments
- Helping you develop a retirement income plan
- Providing educational materials to help increase your financial awareness
- Answering your questions and responding to your concerns
Ongoing investment management can make a significant difference and may provide the opportunity to maximize investment performance. I can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals.