PeterAlexander was created in the belief that none of us can succeed until we understand our dreams, clarify our purpose, and create a workable plan for accomplishing what we want. We are here to help make those dreams happen. If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us, our services, and how we can help you develop and implement the legacy you desire.
We help individuals and families with planning in order to provide the right amount of money, at the right time, in the right form, to accomplish any objective. As a business owner, your future financial health probably depends greatly, or even solely, on the health of your business. That's why we help business owners create the right package to maximize what the business can do for you now and in the future.
We help individuals and families with planning in order to provide the right amount of money, at the right time, in the right form, to accomplish any objective. As a business owner, your future financial health probably depends greatly, or even solely, on the health of your business. That's why we help business owners create the right package to maximize what the business can do for you now and in the future.
Services
PeterAlexander was founded in 1991 by Rick Hellberg to provide comprehensive financial services to individuals, families, and businesses. The need for quality, objective planning was of the utmost importance to Rick as he started this journey and remains so today. PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm.
Our goal is to help every client go as far as possible toward creating the legacy they desire. Legacy means different things to different people. For some, it means a comfortable retirement without burdening their children; for others it means passing along the assets they've accumulated to the next generation along with the knowledge of their hopes, dreams, and aspirations.
PeterAlexander was founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive and personal service to help guide you toward making sound financial choices. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Rick Hellberg, President of PeterAlexander, appears on Business Icons with Kevin Harrington of Shark Tank fame. By Rick Hellberg, ChFC, CLU and Michael Diaz As many are aware, Congress has proposed changes to the tax code to cover the cost of the new spending bills. Our partner from Delegated Planning, Carrie Jones, has created assembled some content from trusted sources to.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most. In light of record government spending, have you planned for the unavoidable tax bracket increases?.
Reviews (1)
Barbara Richman
Dec 05, 2021
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For years I worked with an advisor at a big firm, and I always felt like my investment options were limited. I yearned to invest in municipal or corporate bonds but never received the support or guidance to do so. Three years ago, I met Rick and Mike of PeterAlexander at a workshop and we stayed in touch. Keeping an eye on their work, I soon realized the endless potential I’d gain by working with them instead. I was happy to learn that my assumptions were correct—I now have a wider range of investment opportunities to choose from. Their knowledge about insurance and trusts is an added bonus
