Peters Wealth Group is an independent financial services firm based in Westerville, OH, dedicated to helping individuals create retirement strategies tailored to their needs and objectives. With their unique Retire Ready G.U.I.D.E. process, they focus on generating income, utilizing tax planning, investing wisely, determining health coverage, and enlarging legacies to help clients pursue their passions in retirement without reservation.
They believe that everyone who has saved for retirement deserves the opportunity to spend money without regret, and their Retire in Ohio book provides guidance on when to retire, how much to spend, and how to structure retirement for peace of mind. With a team led by Rodney Peters, they are committed to growing their extended family of clients and helping them achieve retirement readiness through personalized strategies and complimentary events.
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