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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

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...

Estate Planning for Business Owners, Executives, and Professionals

Estate Planning for Business Owners, Executives, and Professionals

By Rick Hellberg, ChFC®, CLU and Michael Diaz Estate planning is especially important for business owners, executives with a keen interest in the business, and those with assets to pass on. Making your wishes known through a will or trust is best to ensure your assets...

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...

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