At Douglas R. Peete & Associates, every relationship begins with a conversation to discover your objectives and financial goals. This is followed by constructing a cash flow analysis and custom investment portfolios based on your intentions. We implement personalized saving benchmarks and spending thresholds as well as build income and preservation strategies to support you to and through retirement.
- Retirement Account Distribution Options
- Traditional and Roth IRAs
- After-Tax Investment Accounts
- Portfolio Construction and management
- Fund Selection Analysis
- Retirement Cash Flow Analysis
- Risk Management
