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<strong>Build a Financial Plan</strong>

Build a Financial Plan

We create strategies that are tailored to your needs and goals.

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<strong>Schedule a Phone Meeting</strong>

Schedule a Phone Meeting

Years of experience have prepared us to guide you through life's transitions. 

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<strong>Retirement Calculators</strong>

Retirement Calculators

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<strong>Infinite Resources</strong>

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"Be fearful when others are greedy and Greedy when others are fearful."

- Warren Buffet

<strong>Welcome to the family!</strong>

Welcome to the family!

Peter Beneke (CRPS), Financial Advisor

Chartered Retirement Plan Specialist

631-236-9844

The vast wealth of data instantly available through an electronic medium like the internet is truly making ours an information-based economy.

And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.

When it comes to making financial decisions, the information you can find through internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.

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<strong>Your goals are our goals.</strong>

Your goals are our goals.

That is what I can do for my clients. And it is what I can do for you. I specialize in the following areas:

  • Tax-advantage investing-to reduce your tax liability and let more of your money work for you
  • Retirement planning-to design an investment strategy to help you address all of your retirement goals
  • Individual bonds- to provide a foundation for your portfolio
  • Mutual funds
  • Variable and fixed annuities
  • Corporate 401(k), Retirement Plan& Investment Management

If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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