I would like everyone to think about using a financial planner and I highly recommend William Peters of Peters Wealth Management. I met William at the trade show on the stampede grounds. He had the only booth for information on investing. He was personable and not pushy.
I contacted him shortly after to discuss our financial investments. My husband had done a great job of looking after our investments but was ill and needed to know I would be looked after once he was gone.
We met with William in our home to have a discussion about our needs and we were very happy with his expertise. He created a portfolio for us to show how our money would be invested and grow according to our level of risk. He was able to explain the portfolio and his ideas for me to easily understand.
I hear from William regularly to let me know how my investments are doing and to inquire how everything is going with me personally.
I also was asked about my spending needs to pay bills and other expenditures. William helped set up a budget to allow me to pay my bills and save money for travel. I know I can count on him to help me with any changes I may need to make to this budget.
I would highly recommend William Peters to everyone interested in investing and others who have not given enough thought to their retirement. I have recommended him to a friend who is now making plans for her future retirement. You don’t have to have, for example, a few hundred thousand to invest to get started, you just need to get organized and get started on the right path.