What do you want your financial future to look like?
Want a plan? Let me help.
Meet the Extraordinary Visionary and Author
As a second generation financial planner, I have solutions you may never have considered. Let me share my unique knowledge with you. I’d love to help you disinherit the IRS.
Peters Investment Management Inc.
The Perfect Solution
From initial concept to final execution, I’m here to guide you every step of the way.
Financial Goal Setting
What is important to you? I work with you to determine what your short-term and long-term financial goals are. Then we create a plan.
Customize a Plan
Your plan will be unique to you. I use my best ideas to help improve your plan’s success. The world is changing, let me help guide you.
Execution and Revision
You’ve worked hard and executed the plan. Now what? Through meetings we seek to help you update your plan so your story stays flexible in today’s world.
Have questions?
I’m here to help. Let’s talk.
Who Our Programs Assist
01
Retirees & Business Owners
You’ve worked hard to get where you are today. Let me help with your goal to leave more to your family and less to the IRS.
02
Pre-Retirees
Do you want to have a secure retirement? Let me help you craft a plan specific to you.
03
Sellers of Big Assets
Did you know the IRS may take a huge amount of your proceeds unless you make a plan to address them? Together we can use strategies that may help reach your goals of dealing with them efficiently, potentially keeping much more money in your pocket instead of theirs.
04
Executives
Whether you are at the top or still working your way there, I have strategies to assist you with maximizing your future’s potential.
05
Accountants
You are extremely busy helping people with their tax filings. Let me help you with strategies to assist in maximizing tax savings for your clients. Because happy clients make life better!
06
Heirs
So you just got your inheritance… Now what will you do with it? Let me assist you in creating a plan to help you with your goal to be secure for a lifetime.
Meet Nathan Peters
