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Find out if your retirement could be affected by the Trump Tax Laws!

Instantly download this 10-page guide to discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

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!

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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.

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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.

Get your Copy
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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.

Get your Copy
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Believe in better for your future

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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.

Schedule a Meeting

Or give us a call at 904.824.5656