Aging Well

A planning, conversation, and resource guide.

Prepare for Peace of Mind

We’re getting older, we’re living longer, and we’re changing what it means to age. We’re also entering new territory. How do we plan for longevity, what does it mean to age well, and how can we – and those we love – live safely, securely, and independently for as long as possible?

1. Develop a plan

It’s important to have a plan in place to address your loved one’s finances, health and wellness, aging in place, housing and care, and end-of-life plans and wishes.

2. Important conversations, decisions, and documentation

Aging may be inevitable, but aging well is a deliberate process that requires thorough planning and thoughtful conversation. And it’s easier said than done.

• Financial conversations
• Health and wellness conversations

5/5

An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!

SR

5/5

A strong team that will help you reach your goals. I’ve worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He’s always just a phone call or email away!

OG

5/5

I have known William for many years. Gives great personal service and goes out of his way to help you with any personal issues that might arise in your life – positive or negative! Always stays in touch and goes that extra mile! I have recently switched to Williams’ new company and they absorbed my transfer fees for me! This was very much appreciated. Keep up your great service Will! 🤗

BK

5/5

I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.

CL

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