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 ever-changing world.
To avoid adding to their stress in times like these, many people respond by putting their financial planning on hold (just when you need it the most!). Instead of retreating from taking action, let PeterAlexander act as your support system, helping you manage the financial stress in your life and working with you to create a comprehensive financial plan that meets your needs in this increasingly unstable world.
Guiding You Through Challenging Times
We understand that the financial decisions you make can have a lasting impact on those around you. When planning for the future, you may not only need to consider your own needs but also those of the people you love and who may depend on you. Creating a financial plan that takes into consideration where you are financially, where you want to be, and how you are going to get there can be a tall order in this challenging environment.
Planning for retirement and managing life’s transitions are some of the financial challenges many individuals face today. A dedicated financial planner in your corner can ease the burden of making some of these overwhelming decisions. Our background and education have informed our ability to analyze our clients’ lifestyles and create a personalized financial plan for them. We want our clients to have confidence in their finances regardless of market conditions or the state of the world around them.
Providing Exceptional Service to You & the People You Care About
PeterAlexander offers a personalized and professional experience. We listen to your needs and provide advice that aligns with your values and expectations. We know the importance of creating a financial plan that helps you take control of your life no matter what challenges you face.
For us, providing trusted support is just the beginning of our process. The care and attention we give our clients is what truly sets us apart from other firms. We treat each and every client as if they are our only client. Not many execute a service model to the level we deem necessary. It’s how we do business. No exceptions.
Friends & Family Are Welcome
Do you know someone you believe would benefit from our insight and guidance? We welcome the opportunity to meet them. Simply have them reach out to us at 610.940.1441 or email@example.com to see if we’d be a good fit to partner with them on their financial journey.
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.