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

In The News!

“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

Michael Diaz Makes the Investopedia Most Influential Advisor List!

Michael Diaz Makes the Investopedia Most Influential Advisor List!

By Rick Hellberg, ChFC®, CLU After a year of more downs than ups, we are happy to share some good news! We are proud to announce that our very own Michael Diaz has made the 2021 Investopedia 100 List of the Most Influential Financial Advisors! (1) This is an...

Do You Know A Business Owner Who Needs Our Financial Guidance?

Do You Know A Business Owner Who Needs Our Financial Guidance?

By Rick Hellberg, ChFC®, CLU and Michael Diaz It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely...

Case Study: How A Business Owner Saved Big on Taxes

Case Study: How A Business Owner Saved Big on Taxes

By Rick Hellberg, ChFC®, CLU The Client For 40 years we have been working with John, a contractor with unique challenges as a business owner. He successfully built not one, but two contracting businesses. The first business was with two other business partners, the...

The Business Owner Exit–Succession Process

The Business Owner Exit–Succession Process

By Rick Hellberg, ChFC®, CLU and Michael Diaz At the inspired first spark of an idea to start a new venture, I’m assuming most people don’t think about what it will look like to eventually transition out of the ownership role. But after the years of blood, sweat, and...

How Business Owners Can Save For Retirement And Reduce Taxes

How Business Owners Can Save For Retirement And Reduce Taxes

By Rick Hellberg, ChFC®, CLU & Michael Diaz You’re a small business owner, and everything falls on you. You’re the captain of your own ship, and you love it even though it includes long nights, weekends, and holidays. You’re so busy making things run that...

The PeterAlexander Family Is Growing!

The PeterAlexander Family Is Growing!

We are happy to announce PeterAlexander’s Michael Diaz and his lovely wife Abby welcomed their first child to the world recently! Monroe Catherine Diaz was born February 2, 2021 at 2:46PM, 8 lbs 12 oz, and 19.5” long. Mommy and baby are both perfectly healthy and...

Why We Became Financial Advisors

Why We Became Financial Advisors

By Rick Hellberg, ChFC®, CLU and Michael Diaz Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do you need to find someone you can trust with your finances, arguably one of the most important...

What To Expect From A Biden Presidency

What To Expect From A Biden Presidency

By Rick Hellberg, ChFC®, CLU Election day has come and gone, and while media outlets have called the election for Joe Biden, we are still waiting for official results. But regardless of your preferred candidate, you are probably curious and maybe a bit nervous about...

Are You Maximizing Your Company’s Benefits Package?

Are You Maximizing Your Company’s Benefits Package?

By Rick Hellberg, ChFC®, CLU and Michael Diaz Winter brings us many things: cooler weather, football games, changing leaves—and benefits enrollment. Though it can be tempting to get the enrollment process out of the way quickly by opting into the same choices year...

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