Expertise
- Investment
- wealth preservation
- Retirement Planning
- Income Protection
- Wealth Management
- investment planning
- family protection
- Business Protection
Summary
How do I help? I identify & resolve the unseen financial threats & conflicts that everyone have, but many don’t know about. These are a few of the services I offer to help achieve that goal:
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
How can you help? Get your financial licenses. The greatest transfer of wealth is happening now; thousands of professionals are leaving the industry & are not being replaced. Get licensed and help others part-time or full-time AND work on your personal financial plan.
Use https://ScheduleWithPeteNicolini.as.me/ to schedule a free call.
Experience
-
Primerica Financial Services
- Current
Qualifications
NYS Life Insurance Licensed
Series 6, 26, 63
10 years of experience as an independent advisor.
