Financial Planning & Wealth Management Services
Income Needs Analysis
Retirement Needs Analysis
Education Needs Analysis
Long Term Care, Life & Disability Insurance Services
Estate Planning Strategies
Risk tolerance analysis
Investment objective analysis
Asset Allocation Design
Ongoing Portfolio Analysis & Service
Quarterly & Annual Account Reviews
Diversification & Performance Analysis
Rebalancing of Asset Allocation
Open communications with your Attorney & tax professional
Economic & Market Updates
Ongoing communications with Money Managers & Research Teams
Online Account Access
P. Martin Peters, CLU, RHU | Financial Consultant
Marty began his Financial Services Career in the early 70’s. He received his Chartered Life Underwriter Designation CLU in 1975 and his Registered Health Underwriter Designation in 1984. Marty has been a qualifying member of the Million Dollar Round Table each year since 1973, a premier association of the insurance and financial service industry which is limited to the top 2% of producers. Marty joined Financial Plan Design in 1986 and specializes in implementing strategies to create and diversify wealth using trusts*, family limited partnerships, asset allocation in managed accounts as well as insurance and annuities. His license plate reads “PRE TAX” which says it all. His approach is to give Clarity and Confidence in a Complex World.
Marty is a graduate of Loyola Marymount University with a double major in Political Science and Philosophy. He also attended graduate courses in banking and finance from University of Southern California.
Interests outside of providing financial security for his clients include spending time with his wife Mary Alice, 2 daughters and granddaughters. He has served actively in Rotary since 1978, as a past District Governor and current Chair of Public Relations for the Western United States.