Peter Stein

I love to help people put their financial lives into perspective. Some have concrete and clear-cut objectives, and others like to keep their plan more open-ended, but regardless of your specific situation, there is value in a comprehensive plan. Whether we're developing goals for the very first time or putting the finishing touches on a retirement plan, I am here to set you up for success.

One of my primary goals is creating a tax-efficient strategy for your savings and investments. I want to be sure you are not setting yourself up to pay more in taxes than you need to be, which is frankly something that is often overlooked. While I find that many people are leveraging the more common tax advantaged vehicles (like 401(k)s, 403(b)s, and IRAs), I also find that most are not taking advantage of all the tax efficient strategies available to them and are leaving money on the table as a result. In addition to tax efficiency, we will also discuss retirement planning and risk management, but we can certainly tailor the conversation to anything that is top-of-mind for you. For example, if you're planning for an upcoming large purchase (like a home, wedding, or higher education) or thinking about estate planning, I can help you chart the path to achieving your goals. If you ever have any questions or concerns, or just want an opinion from someone you can trust, please don’t hesitate to reach out. I've got an amazing team behind me, and I'm looking forward to seeing what we can accomplish together.

This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.