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DEMYSTIFYING 
FINANCE

David Peters, in addition to his work in the financial industry, is an acclaimed and in-demand educator.

 

As an adjunct faculty member at Winthrop University, a featured lecturer for the CPA society, and an instructor for several required certification courses for CPAs, he speaks financial professionals all over the country, trying to make sure they have access to the best information possible to create successful and responsible financial businesses.

 

Demystifying Finance is his attempt to give you the same information. Through a multimedia approach, he breaks down financial concepts in a way that is accessible and useful for the everyday budgeter. 

All Videos

All Videos

All Videos
Demystifying Finance: Tax Credits vs Tax Deductions

Demystifying Finance: Tax Credits vs Tax Deductions

01:18
Play Video
Demystifying Finance: Term-Life and Whole-Life Insurance

Demystifying Finance: Term-Life and Whole-Life Insurance

01:20
Play Video
Demystifying Finance: Do I Qualify for the Head of Household Filing Status?

Demystifying Finance: Do I Qualify for the Head of Household Filing Status?

01:05
Play Video
Demystifying Finance: How Much Disability Insurance Do I Need?

Demystifying Finance: How Much Disability Insurance Do I Need?

01:31
Play Video
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Mail to: 8005-C Creighton Pkwy #129, Mechanicsville, VA 23111

1657 W. Broad St. #5, Richmond, VA 23220

Financial, investment, and estate advisory services offered through Peters Financial LLC. Brokerage and custodial services offered through Charles Schwab Co. Inc., member FINRA and SIPC. Peters Financial LLC and Charles Schwab Co. Inc. are not affiliated. David Peters also offers tax services through Peters Tax Preparation & Consulting, PC. Peters Tax Preparation & Consulting, PC. Other than being under the same ownership, Peters Tax Preparation & Consulting, PC and Peters Financial LLC are not affiliated and clients or prospective clients of one are never obligated and receive no financial compensation or discount for using another.

This website is for informational purposes only and does not fully describe our investment services or performance. It is not a solicitation or offer to sell securities or advisory services except in states where we are registered or exempt. Information provided, including market data and articles, is from sources we believe reliable but is not guaranteed for accuracy or timeliness. Past performance is not indicative of future results. We are not liable for errors, delays, or interruptions in the information provided.

NO WARRANTIES, EXPRESS OR IMPLIED, ARE MADE REGARDING THE ACCURACY, COMPLETENESS, OR OUTCOMES FROM ANY INFORMATION ON THIS OR LINKED WEBSITES.

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© 2024 by Peters Financial Group

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