Don’t simply retire from something; have something to retire to.
Even if you are considered high net worth, you will face uncertainty over how much you can afford to spend in retirement. The retired business owner or professional(s)often do not have a source of guaranteed pension income which may present you with the challenge of determining a sustainable draw on your investments. Additional factors, such as market volatility, inflation, and taxes create financial planning challenges.
Stress Test your adjustment Strategy? Many use a 4% drawdown rate; however you must account for taxes, inflation, and capital gains. When drawing down on a registered source of investments, Non-Reg, or sheltered investment vehicles, your advisor should adjust to keep pace with your needs.
Peters Wealth Management does not charge a fee for building a holistic financial plan. Consultations provided at No Cost, No obligation to all. Full financial disclosures provided transparently, and at the time of any transaction executed at the request of the client. Work with your professional advisor to develop a personal plan that takes into account all of these factors and provides peace of mind. Very often, a high net worth individual will discover that they can afford to spend much more than they thought.
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!
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.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.
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! 🤗
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!