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  • What can you expect from your first meeting?
    During your initial consultation, you’ll learn how we work with clients, the value we can provide, the costs associated if we choose to work together, and next steps. You may be asked to provide financial documents such as, but not limited to: Bank statements Investment statements Insurance policies 401(k) statements Current insurance policy
  • Questions to ask yourself prior to the meeting
    It is recommended you come ready with some topics for discussion. You should have a basic understanding of your current financial picture, financial goals and or current needs. Here are some potential questions that could help provide a better picture of your current situation : What are your tax goals? What are your most important financial goals right now? What concerns you most about your finances? Did a specific life event or need prompt you to seek advice? If you have any, how are your investments performing in current market conditions? What are you looking for from a financial advisor? What are you not receiving currently? What is your business in need of?
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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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