Peace of Money
Peace of Money is an independent financial planning and wealth management firm that helps clients of all income and asset levels successfully build their wealth to plan for successful retirement while living a life they love.
We work with clients on an hourly basis providing standalone financial planning services and investment advice to individuals and families at a frequency that best meets your needs. We also provide comprehensive financial planning services and ongoing wealth management for clients for a percentage of assets under management. Our services are meant to provide avenues for all clients to have access to the best financial planners with a fiduciary duty.
Financial Planning covers all areas of personal finance, including but not limited to:
- Retirement planning
- Tax planning
- College savings
- Investment portfolio evaluations and recommendations
- Insurance needs
- Real estate decision making