Our Mission And Values
As you search to find the right company to help you plan for retirement, it’s important to choose a firm that has integrity and a strong commitment to the best interests of their clients. It’s also important to know that the person you work with has the experience needed to help you through the challenges that come in planning your retirement. Our commitment to you is to make sure that all your needs are met. Through careful listening and planning, we make sure that you are in control and able to accomplish the goals that are important to you in your life.
At Petros, we work with a team of ethical, experienced professionals to offer financial advice, and we partner with outside legal, accounting and tax professionals to help with those facets of your retirement strategy. Too often, those nearing or in retirement find themselves with plans that are inefficient or no longer reflect their current risk tolerance, leaving them vulnerable to market volatility and potential economic and legislative changes. Our goal is to work with a team to avoid those pitfalls.