Goal Setting
"The moment you put a deadline on your dream, it becomes a goal." Harsha Bhogle --Watch the video as Peter helps guide you through the goal-setting process. Set up your consultation with an advisor today!
Fiduciary vs. Suitability Standards - What are they? Why should you care?
Fiduciary vs Suitability standards for financial advisors - what are they, and what’s the difference? Peter Samuelson discusses what you need to know about the two standards when working with an advisor.
