Expertise
- Rollover Expert
Summary
I offer these services:
403b (7)-there are 2 types, this one has lower overall charges. Financial Planning (FNA)
529 Plans and Midterm Accounts
IRA’s, Variable Annuities and Managed Accounts
401K’s/Employer Retirement Plans
Level Term Life Insurance
Complimentary Staff/Employee Workshops
Mission:
I am here to help you identify & resolve the unseen financial threats and conflicts that everyone have, but many don’t know about. This gives greater financial confidence now and more money in retirement later.
All consultations are offered at no cost to you. Free Resources available at: https://linktr.ee/peternicolini
If you have a question about personal finances, give me a call.