Schedule With Peter

Book a 30 Minute Discovery Call

A deeper conversation about your goals, concerns, and planning questions so Peter can better understand your situation and help you identify the next step.

Please do not include sensitive personal financial information when scheduling.

What This Conversation Helps Clarify

Use this call to talk through what prompted you to reach out and where you may need more clarity.

Your Goals and Concerns

Peter will listen to what you are trying to accomplish, what decisions are in front of you, and what questions you want to better understand.

Planning Priorities

This conversation may touch on retirement income, taxes, investment education, estate coordination, insurance, or business owner planning.

The Best Next Step

If there is a fit, Peter will explain what a more complete planning conversation or review process could look like.

This call is intended for general discussion and discovery. Individualized recommendations require appropriate review and analysis.

Disclosure: Securities offered through Quincy Wells Capital, LLC. Member FINRA/SIPC. Advisory services offered through Quincy Wells Advisors, LLC; an SEC registered investment adviser. Peter Kitzerow Financial is a marketing name for promotional and informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. All information provided on this website is for general informational and educational purposes and should not be construed as investment advice or a recommendation to buy or sell any specific securities. Visitors to this website should not rely on the information provided herein for making investment decisions.