You deserve a customized plan that caters to your risk tolerance and prolongs your wealth for as long as you desire. We're not sure why our industry gets this so wrong, but they do. Our commitment to you is to always be available and to communicate proactively on a regular basis to ensure you are always in the know.
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Peter is a native Midwestern, born and raised in Western Wisconsin, and a graduate of the University of Wisconsin-Eau Claire with a degree in Business Administration. Peter is a financial professional serving individuals, families, and businesses for over 20 years. His mission is to help individuals and families become financially set for life -- without taking unnecessary risk.
It's important to all of us in our working years and it's important to us in our retirement or distribution years. We refer to these two components of one's life as the accumulation phase and the distribution phase. Both are important but the distribution phase is critical because there are "no do-overs" in it.
Access to money quickly is what liquidity is about. At times we need money for emergencies or unexpected expenditures that pop up, and at other times for good opportunities that present themselves. Most of us want access to some of our money conveniently as well as quickly and we don't care all that much as to the rate of return on these monies.
Most of us have created an asset base during our lives, and some have created sizable asset bases. Having input as to who, what, and where these assets will end up is important to most of us. In many instances, we want our assets distributed to family members. Although in some situations there are charities or institutions that are near and dear to us that we want to be part of our legacy.
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