Peggy believes that planning is a powerful tool, and she has been helping her clients plan for financial security for over 30 years.  She provides objective advice that suits her clients’ lifestyles. She not only works with her clients to design financial strategies that help them achieve their goals, but she also works to make sure they feel confident in their decisions.  Peggy’s mantra is… The FUTURE of one’s Money, Retirement and Legacy is determined by how it is Planned for TODAY!”

Peggy does not start off by presenting brochures and sales tools;  she gets to know you first.  She is interested in your wellbeing, life plans, aspirations, and long term goals. She answers the pressing financial questions most of us have:

• Can I afford to retire?
• Will my savings last a lifetime?
• What are the best long and short-term investment options that will provide me with income when I retire?
• How do I set up my estate so my heirs will receive my assets and be protected?

Peggy’s face to face customized approach with her clients allows them to receive the resources and support that sets the foundation for preserving wealth and financial legacy. Peggy offers a wide range of  professional services:

• Retirement Funding Strategies
• Retirement Distribution Strategies
• Estate Conservation Strategies
• Investment Management
• Education Funding Strategies
• Protection Planning
• Cash Flow Analysis
• Wealth Management
• Solutions for Business

Peggy holds a Bachelor’s degree from Bentley College in Marketing Management. She is a member of the National Association of Insurance and Financial Advisors, and a member of the Million Dollar Round Table – A professional network recognized as the standard of excellence in the life insurance and financial services business.  Her son, Brendan, holds a Bachelor of Science degree from the University of Miami, specializing in Economics and Finance.

Peggy invites you to contact her or explore her online resource to learn more about her and the services she provides.

Education

Bentley College (1982-1985) BA