Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840

Programs for Individuals

Fixed-Income Investments

  • Mutual Funds
  • Unit Investment Trusts
  • Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit

Equity Investments

  • Mutual Funds
  • Unit Investment Trusts
  • Publicly Traded Stocks

Direct Investments

  • 1031 Exchange Programs

Individual Retirement/Education Planning

  • Traditional and Roth IRA
  • Coverdell Education Savings Account
  • 529 Plans

Investment Accounts and Advisory Programs

  • Available through Centaurus Financial, Inc., clients have access to a broad array of brokerage and advisory accounts


Life Insurance

  • Annual Renewable Term
  • Level Term 10,15 and 20 Years
  • Whole Life
  • Indexed Universal Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life

Annuities

  • Fixed
  • Variable Annuities
  • Group Annuities (qualified retirement plans)
  • Equity Indexed Annuities

Disability & Long-Term Care Insurance

  • Individual Disability Income
  • Individual Long-Term Care

Financial Planning

  • Fee-based Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning