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PROFESSIONALWEALTHSTRATEGIES.COM

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Tucson Financial Advisors at Professional Wealth Strategies offer personal financial planning, small business retirement, small business 401k, financial planning for education, retirement planning, estate planning and more.

http://www.professionalwealthstrategies.com/

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CONTACTS AT PROFESSIONALWEALTHSTRATEGIES.COM

Professional Wealth Strategies, Inc

John Peters

3573 East S●●●●●●●●●●●e Suite 119

Tu●●on , AZ, 85718

US

1.52●●●●3644
jo●●@pwsaz.com

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Professional Wealth Strategies, Inc

John Peters

3573 East S●●●●●●●●●●●e Suite 119

Tu●●on , AZ, 85718

US

1.52●●●●3644
jo●●@pwsaz.com

View this contact

Commonwealth Financial Network

Commonwealth Webteam

29 S●●●●r Rd

Wa●●am , MA, 02453

US

1.78●●●●7980
1.78●●●●0793
we●●●●●@commonwealth.com

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Welcome | professionalwealthstrategies.com Reviews

https://professionalwealthstrategies.com

Tucson Financial Advisors at Professional Wealth Strategies offer personal financial planning, small business retirement, small business 401k, financial planning for education, retirement planning, estate planning and more.

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1

Financial Advisor Tucson | John Peters | Gigi D. Schneppat - Our Philosophy

http://www.professionalwealthstrategies.com/Our_Philosophy.aspx

As holistic financial planners, we spend a lot of time understanding your entire financial picture from estate and tax planning to insurance and investments. We know that each client’s circumstances are unique. We don't use a "one size fits all" investment model. We work to understand your needs and goals to come up with a plan tailored specifically for you. Highest Standard of Care. Professionals, we follow the procedures that have been deemed to be the best practices in our industry. This communication...

2

Financial Advisor Tucson | John Peters | Gigi D. Schneppat - Financial Calculators

http://www.professionalwealthstrategies.com/Financial_Calculators.aspx

Auto Loan vs. Home Equity Loan. Lease vs. Buy. Taxable vs. Tax Advantaged. Adjustable Rate Mortgage Payments. Mortgage 15 vs. 30. Rent vs. Buy. 401(k) NUA vs. Rollover. Pension Plan Retirement Options. RMD and Stretch IRA. Roth vs. Traditional IRA. Savings, Taxes and Inflation. Please note that all financial calculators require a Java-enabled browser. For best results, use Internet Explorer 4.0 and higher. Featured Content: Latest Article and Market Commentaries. View the Featured Article.

3

Financial Advisor Tucson | John Peters | Gigi D. Schneppat - Our Team

http://www.professionalwealthstrategies.com/ourteam.aspx

The people who work at Professional Wealth Strategies not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease. John R. Peters. RHU, CPCU, ChFC. Is CEO of Professional Wealth Strategies and also an investment adviser representative of Commonwealth Financial Network. Is proud to have been recognized as a Winner’s Circle. She attended th...

4

Financial Advisor Tucson | John Peters | Gigi D. Schneppat - Who We Serve

http://www.professionalwealthstrategies.com/Who-We-Serve.aspx

Do you daydream about what your retirement will look like? Worried about generating enough retirement income? Stop worrying and meet with Professional Wealth Strategies, Tucson's retirement income specialists. We use market as well as nonmarket investments to help you create the retirement income you need. In retirement, it is important to generate income as well as preserve your assets. Our goal is to generate the income you need while preserving, not liquidating, your retirement nest egg. This communic...

5

Financial Advisor Tucson | John Peters | Gigi D. Schneppat - Our Broker Dealer

http://www.professionalwealthstrategies.com/Our-Broker-Dealer.aspx

Our Broker Dealer What is a broker. What is a broker/dealer? A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf. Why Commonwealth Financial Network. Commonw...

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Meet Our Wealth Managers. Videos / Financial Minutes. Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. Continue to our new homepage. A Registered Investment Adviser. 3573 East Sunrise Drive, Suite 119, Tucson, AZ 85718-3206.

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