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Home | James V. Peters, CLU, ChFC

James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works...

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James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works...
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Home | James V. Peters, CLU, ChFC | financialadvisorirvine.com Reviews

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James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works...

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Estate | James V. Peters, CLU, ChFC

http://www.financialadvisorirvine.com/resource-center/estate

James V. Peters, CLU, ChFC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: right now. Principles of Preserving Wealth.

2

Resource Center

http://www.financialadvisorirvine.com/resource-center

James V. Peters, CLU, ChFC. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Sign up for my Newsletter.

3

Our Philosophy | James V. Peters, CLU, ChFC

http://www.financialadvisorirvine.com/p/our-philosophy

James V. Peters, CLU, ChFC. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the financial advice possible. Sign up for my Newsletter.

4

Investment | James V. Peters, CLU, ChFC

http://www.financialadvisorirvine.com/resource-center/investment

James V. Peters, CLU, ChFC. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Rule of 72. Do you know how long it may take for your investments to double in value? This wor...

5

Our Mission | James V. Peters, CLU, ChFC

http://www.financialadvisorirvine.com/p/our-mission

James V. Peters, CLU, ChFC. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck.

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6 Ways to Save Money If You Lose Your Job

http://ownthedollar.com/2012/03/ways-save-money-lose-job

Own the dollar.don't let the dollar own you. Best of Own The Dollar. 6 Ways to Save Money If You Lose Your Job. By Own the Dollar. Here are six ways to save – and earn – extra money if you have lost your job. 1 Sell Everything You Can. 2 Look for Unusual or Overlooked Cash Sources. 3 Suspend Saving for the Future. 4 Take Whatever Work Comes Your Way. Now is the time to park your ego and take any position that will generate revenue. Remember, taking a job that is out of your line of expertise or earns...

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Home | James V. Peters, CLU, ChFC

James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. We’d love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works...

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