We Are focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. We have more than 20 years of experience in the financial industry. Peter formerly ran the financial planning department of a trust company in Palm Beach, then opened his own financial planning firm in 2008. Financial professional's who can offer investment and insurance products and services. He has a bachelor’s degree in accounting from Boston University, as well as a law degree and a post-doctorate degree in tax from the University of Miami School of Law. Active member of the Florida Bar Association, the Palm Beach County Bar Association and the former secretary of the Tax Section of the Florida Bar.