Investment
Service:
President Mark C. Peters directs the firm’s
financial planning service. This service is exclusively
offered to our tax return clients. Mark devises
a client-specific financial plan based upon investments
held by Mark’s family. Every client has
five questions that Peters & Associates, CPAs,
P.C. assists them with:
1.
What is my net worth?
2. What return are my investments making?
3. How should I invest my savings during the coming
year?
4. Should I sell any investments or reallocate
my portfolio?
5. When will I have enough money saved to retire?
Answering
these questions is critical to our financial planning
service. |
