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_ Year 2008
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We Offer

• Accounting Services
------Weekly
------Monthly
------Quarterly
------Yearly		 • Taxes
------Business
------Personal
------Estates
------Trusts

• Audits
• Business Valuations
• Business Consultations
• Estate Planning
• Forecasts & Projections
• Financing Assistance
• Investment Advice
• Business Start-Ups
• College Cost Planning
and more..

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.

©2007 Peters & Associates