By Rick Hellberg, ChFC®, CLU
Planning for retirement brings up plenty of questions. But as you get ready to close the door on your working years, are you asking, “Will I have enough money to last the rest of my life?” or “What will I do if unexpected expenses deplete my nest egg?” We hope not. At PeterAlexander, our goal is to help you get to a place where you can confidently say, “I can enjoy the rest of my life and spend my time on what’s most important,” because you’ve done the work to achieve financial freedom.
We have gained a remarkable understanding of how difficult it is to grow, protect, and pass on a business. We have a passion to help our clients’ see their legacies benefit not only their families, but their employees, their vendors, their community and even the nation. Helping successful men and women understand that reducing or even eliminating the confiscatory taxes they face is a key, and often overlooked, part of that process.
And now we have another resource to help you accomplish your dreams and make your ideal retirement a reality. It is with much excitement that I announce the release of my book, Retire Abundantly, co-written with Scott Keffer. This guide helps business owners, executives, and professionals avoid common retirement pitfalls, adopt new financial mindsets, and implement tax reduction strategies to secure their future and legacy.
In other words, we answer your biggest retirement questions—even the ones you didn’t know you had! If you would like a copy of my new book, please reach out to us to schedule a virtual appointment at 610.940.1441 or email@example.com!
Rick Hellberg is president and CEO of PeterAlexander, a financial planning firm founded in 1991. Rick is passionate about providing quality, objective financial solutions so his clients can pursue their financial goals and create the legacy they desire. He strives to equip his clients with comprehensive financial services and advice so they can be empowered to make sound financial decisions. The plans Rick and his team develop help their clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees, all so that they can focus on what matters most to them. Rick has a bachelor’s degree in liberal arts from Penn State, along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU) designations. He has spent over 40 years working with successful individuals and designs tailored solutions to meet his clients’ unique needs. Rick resides in Philadelphia with his lovely wife, Lisa, and their two Shiloh Shepherds, Bentley and Winston. He is also the very proud father of two wonderful young men, Peter and Alex. In 2010, Rick ran for Congress in the 2nd District of Pennsylvania and has stayed active in local politics. To learn more about Rick, connect with him on LinkedIn.