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Rick Hellberg, President of PeterAlexander, appears on Business Icons with Kevin Harrington of Shark Tank fame.

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“Retire Abundantly,” a new book co-authored by Rick Hellberg, ChFC, CLU offers business owners, executives and professionals, wisdom, advice and principles on how to reduce income taxes and estate taxes to create a greater lifestyle and legacy. Read more . . . 

BLOG & ARTICLES

Are You Being Tricked Out of Your Money?

Are You Being Tricked Out of Your Money?

By Rick Hellberg, ChFC®, CLU® and Michael Diaz Like the friction you create when rubbing your palms together, there are major sources of wealth friction that can get in the way of enjoying an abundant retirement. In Rick’s book Retire Abundantly, he discusses the...

The 12 Obstacles to Retiring Abundantly: Part 2

The 12 Obstacles to Retiring Abundantly: Part 2

By Rick Hellberg, ChFC®, CLU® and Michael Diaz We know that the path to retirement is not always smooth, but with an abundant, glorious retirement waiting for us on the other side, it’s worth it, right? But did you also know that the post-retirement road requires some...

The 12 Obstacles to Retiring Abundantly: Part 1

The 12 Obstacles to Retiring Abundantly: Part 1

By Rick Hellberg, ChFC®, CLU® and Michael Diaz The marathon to retirement has been long and challenging; and with the finish line finally in sight, you’re probably ready for a well-deserved break. As much as it would be nice to retire and be done with all the...

The 3 Biggest Retirement Mistakes We See

The 3 Biggest Retirement Mistakes We See

By Rick Hellberg, ChFC®, CLU® and Michael Diaz If you’re nearing retirement, you may be concerned about your ability to maintain the lifestyle you’ve worked so hard to build. It’s one thing to retire, but it’s a wholly different thing to retire abundantly. It’s the...

What Should You Do About Inflation and Stock Market Volatility?

What Should You Do About Inflation and Stock Market Volatility?

By Rick Hellberg, ChFC®, CLU® and Michael Diaz After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s market dip put the S&P 500 down over 10%,...

See What Clients Are Saying About Us!

See What Clients Are Saying About Us!

By Rick Hellberg, ChFC®, CLU® and Michael Diaz It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever it was that propelled you to consider asking for help, we want you to know that we at...

What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay

What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay

By Rick Hellberg, ChFC®, CLU® and Michael Diaz Many will try to say that the dramatic rise of inflation is transitory, but in the same sentence they will say it’s projected to last until 2023! I guess it depends on your definition of “transitory,” but we at...

Do Your Friends & Family Need Financial Guidance? We’re Here to Help

Do Your Friends & Family Need Financial Guidance? We’re Here to Help

By Rick Hellberg, ChFC®, CLU and Michael Diaz The unprecedented uncertainty of the past year and a half has been the cause of increased stress for many people—on both a local and global scale. Corporations and individuals alike are having to constantly adjust to an...

How the Proposed Tax Changes Could Impact Your Financial Plan

How the Proposed Tax Changes Could Impact Your Financial Plan

By Rick Hellberg, ChFC®, CLU and Michael Diaz As many are aware, Congress has proposed changes to the tax code to cover the cost of the new spending bills. Our partner from Delegated Planning, Carrie Jones, has created assembled some content from trusted sources to...

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