Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840

Financial Success

The Common Approach

Some people tend to approach investing by choosing a stock that was recommended by a friend, investing in a 401(k) or by purchasing a mutual fund selected as a "top pick" by a financial publication. Unfortunately, this approach may lead to a portfolio of unrelated financial products, that may not help you reach your goals.

The Professional Approach

Jim Peters offers a thorough analysis of your goals, priorities and resources to develop your personalized strategy. The result is a portfolio of products that has the potential to start you on your way toward achieving financial success.