TAkING cONTROl OF YOUR FINANcIAl dESTINYneed to take excessive risk in the stock or real estate markets. His financial services
firm now operates under the name of My Legacy Group.
Peter has began implementing the Values-Based Financial Planning philosophy to his
practice in order to provide his high net worth clients comprehensive financial plan-
ning through this unique business model. He’s brought together his team of subject
matter experts in the areas of financial planning, institutional money management,
insurance, tax and estate planning.
Peter is featured as one of America’s PremierExperts® on the Consumer Advocate
television program that will air on ABC, NBC, CBS and Fox affiliates throughout the
country this spring. He was also featured as one of America’s PremierExperts® Finan-
cial Trendsetters in Newsweek magazine.