Jake Peltier, CF2

About Jake Peltier

I started my financial services career in 2020 focusing on life insurance and protection planning. Throughout my career I've learned and evolved to help guide clients through insurance, business planning, investments, and now focusing on retirement planning specifically.

I enjoy what I do because I help bring confidence to people who may otherwise be anxious about their financial future. My job includes helping people make sounds decisions around their retirement income, long-term growth, legacy goals, social security timing, taxes, estate planning, healthcare planning, and more.

I feel it is essential to act as a fiduciary to ensure the guidance I am providing my clients is truly in their best interest.