Petros PlanningIn the Media

We help individuals and families pursue their ideal retirements.

Listen to retirement tips on the radio!

Tune in to Jeannette Bajalia at 1 p.m. Sundays on the Woman’s Worth radio program on News 104.5 FM WOKV.

Listen to Michael give a live recap of the previous week’s financial news and updates at 8:55 a.m. Mondays on 103.9 FM WSOS.

Read one of Jeannette and Michael’s latest books!


Wi$e Up, Women! A Guide to Fiscal and Physical Well-Being

With her characteristic spunk and candor, Jeannette Bajalia offers tips and insights designed to help women live a dignified and empowered life during retirement.


Planning a Purposeful Life: Secrets to Longevity

“Planning a Purposeful Life: Secrets of Longevity” features more than two dozen inspiring and insightful interviews with nonagenarians and centenarians revealing the many different paths to active longevity.


Retirement Done Right: Don’t Just Inve$t … Plan!

“Retirement Done Right” explains the difference between just investing for retirement and creating a customized, diversified plan that can be used to navigate through retirement.


Believe in better for your future

Coming soon!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 904.824.5656