My name is David Peters. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely grow and protect their money during these turbulent times.

Despite the current volatility in the market and the low-interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I have been an investment professional for over 25 years. I hold a B.S. in Economics from The University of North Carolina, and I hold a Registered Investment Advisor (RIA) designation. My specialty is in getting people the best rate of return with their retirement monies while preserving their principle.

My interest in asset management and protection stemmed from a seminar I attended on Wall Street all the way back in the late 1990s. Since then, I’ve managed hundreds of millions of dollars for clients in virtually every market situation. I’ve also worked for several Wall Street firms until starting my own in the mid-2000s. I’ve experienced both bull and bear markets, and I know how to protect and grow my clients’ money in a tax-efficient and tax-advantaged manner.

When I’m not working, I like to spend time with my partner Claudia, as well as my two beautiful teenage girls Francesca and Luciana. I also have a large horse farm, and we’re frequently found at the farm riding our horses.

I reside in Michigan, and even though my office is physically located in Novi, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
David Peters