peterswealth.com

Peters Wealth Advisors

As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years. We value each individual relationship and what our clients hope to achieve. Together we craft a wealth management plan to protect what they have built and to bridge the gap between where they are today and their vision for the future of their family and/or business. Since the founding of our company in 1982, Bill Peters has worked tirelessly within our community to earn t

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CONTACTS AT PETERSWEALTH.COM

Bill Peters

5800 One●●●●●●●●Place 8A

Bato●●●●ouge , Louisiana, 70808

United States

1.22●●●●4885

bp●●●●●@petersfinancial.com

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Bill Peters

5800 One●●●●●●●●Place 8A

Bato●●●●ouge , Louisiana, 70808

United States

1.22●●●●4885

bp●●●●●@petersfinancial.com

View this contact

Bill Peters

5800 One●●●●●●●●Place 8A

Bato●●●●ouge , Louisiana, 70808

United States

1.22●●●●4885

bp●●●●●@petersfinancial.com

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Peters Wealth Advisors | peterswealth.com Reviews

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As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years. We value each individual relationship and what our clients hope to achieve. Together we craft a wealth management plan to protect what they have built and to bridge the gap between where they are today and their vision for the future of their family and/or business. Since the founding of our company in 1982, Bill Peters has worked tirelessly within our community to earn t

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1 planning

2 overview

3 retirement

4 estate

5 charitable

6 cash flow

7 education

8 insurance

9 executive compensation

10 business planning

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Peters Wealth Advisors | peterswealth.com Reviews

https://peterswealth.com

As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years. We value each individual relationship and what our clients hope to achieve. Together we craft a wealth management plan to protect what they have built and to bridge the gap between where they are today and their vision for the future of their family and/or business. Since the founding of our company in 1982, Bill Peters has worked tirelessly within our community to earn t

INTERNAL PAGES

peterswealth.com

1

Insurance — Peters Wealth Advisors

http://www.peterswealth.com/insurance

Flood Relief Resource Summary. Flood Relief Resource Summary. Risk Management is a critical aspect of assuring our lifestyle. We face risks to our property, our lives, our income, and to our health, yet many people spend more time planning their vacation than they do in protecting the above. In a properly planned family unit, the overall cost of protecting each of these areas is baked into the plan. Investment advisory services are offered through Peters Wealth Advisors, LLC ( PWA ) an investment advisor...

2

Company — Peters Wealth Advisors

http://www.peterswealth.com/company

Flood Relief Resource Summary. Flood Relief Resource Summary. Our clients rely on us to do what’s best for them. Our long-term perspective has been developed serving the wealth management needs of families, business owners and organizations, with some relationships spanning over 30 years. Our focus is on finding solutions for each client’s unique needs. Our passionate and energetic team works with each client to assist in defining their financial goals. This is more than just fact finding. It is ...Inves...

3

Tax — Peters Wealth Advisors

http://www.peterswealth.com/tax

Flood Relief Resource Summary. Flood Relief Resource Summary. For more information on how we can assist you in this area, please contact us at 225-766-4885 or email us at info@peterswealth.com. We do not prepare tax returns nor give legal or tax advice. Securities offered through Dominion Investor Services, Inc. Member FINRA/SIPC.

4

Flood Relief Resource Summary — Peters Wealth Advisors

http://www.peterswealth.com/flood-relief-resource-summary

Flood Relief Resource Summary. Flood Relief Resource Summary. Flood Relief Resource Summary. Flood Relief Resource Summary. The first site ( click here. Is one that provides a good high level outline of available resources and is a good first step towards understanding the various types of programs. Next is a list of websites that provide a breadth of resources including how to apply for help. A Baton Rouge television station. Https:/ www.disasterassistance.gov/. The site allows you to:. Special Tax Law ...

5

Executive Compensation — Peters Wealth Advisors

http://www.peterswealth.com/executive-compensation

Flood Relief Resource Summary. Flood Relief Resource Summary. Companies provide various incentives to employees such as stock options, restricted stock, etc. Tax laws can change over time and additional grants can further complicate the decision process. For more information on how we can assist you in this area, please contact us at 225-766-4885 or email us at info@peterswealth.com. Securities offered through Dominion Investor Services, Inc. Member FINRA/SIPC. Past performance is not indicative of futur...

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Flood Relief Resource Summary. Flood Relief Resource Summary. Investment advisory services are offered through Peters Wealth Advisors, LLC ( PWA ) an investment advisor registered with the U.S. Securities and Exchange Commission. Such services are only provided after clients have entered into a Wealth Management Agreement confirming the terms of the advisor client engagement and have been provided a copy of PWA’s ADV Part 2A brochure document.

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