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 on to understand your life and guide you through complicated decisions and opportunities?
That’s why PeterAlexander exists. We founded our practice to help business owners and entrepreneurs optimize their business’s financial health both for today and for the future. We are committed to walking with our clients through whatever life throws at them and help them navigate their questions and concerns.
Do you know a business owner that needs this kind of support system?
Review And Reevaluate
An objective perspective can sometimes make a world of difference. That’s what we provide for our clients, along with deep experience and expertise to guide them through their specific financial circumstances. We look at all aspects of your business, including taxes, cash flow, and exit and succession planning. We also examine your personal finances to make sure they are secured. We focus on maximizing your business’s value so that no matter when you decide to leave it to someone else, you can experience a smooth and profitable transition.
We Are Here For Your Business Owner Friends
Our mission at PeterAlexander is to help others understand their dreams, clarify their purpose, and create a workable plan to accomplish their goals and create a legacy. We are lucky to have clients that feel so strongly about the service they receive that they refer their friends and family to us. We are here to help others in need of unbiased advice and direction.
If you or those you know have any questions or concerns about business planning, succession planning, retirement, risk, or anything that’s causing financial stress, we are here to help! Reach out to us at 610.940.1441 or firstname.lastname@example.org.
Rick Hellberg is president and CEO of PeterAlexander, a financial planning firm founded in 1991. Rick is passionate about providing quality, objective financial solutions so his clients can pursue their financial goals and create the legacy they desire. He strives to equip his clients with comprehensive financial services and advice so they can be empowered to make sound financial decisions. The plans Rick and his team develop help their clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees, all so that they can focus on what matters most to them. Rick has a Bachelor’s degree in Liberal Arts from Penn State, along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU) designations. He has spent over 40 years working with successful individuals and designs tailored solutions to meet his clients’ unique needs.
Rick resides in Philadelphia with his lovely wife, Lisa, and their two Shiloh Shepherds, Bentley and Winston. He is also the very proud father of two wonderful young men, Peter and Alex. In 2010, Rick ran for Congress in the 2nd District of Pennsylvania and has stayed active in local politics. To learn more about Rick, connect with him on LinkedIn.
Michael Diaz is a financial advisor at PeterAlexander with over 15 years of industry experience. Michael is passionate about helping people overcome financial challenges and avoid potential pitfalls so they can focus their time and energy on the most important things in their life. He spends his days working with successful business owners and families, implementing investment and tax reduction strategies to maximize their wealth. Michael’s goal is to help protect his clients’ financial security, putting them first and helping them navigate every stage in their financial journey. Michael earned his Bachelor of Science in Commerce and Engineering from Drexel University. When he’s not working, you can find Michael traveling, cheering on local sports teams, and exercising outdoors. Michael loves spending time with his wife, Abby, and their baby girl, Monroe. To learn more about Michael, connect with him on LinkedIn.