Peters Wealth Group

Retire and start enjoying more life! We focus on you and your money so you can focus on your family.

Financial advisor in Westerville, OH (show on map)

4.9

★★★★★

46 reviews

Peters Wealth Group offers personalized retirement strategies using investment and insurance products to help clients pursue their dreams.

Call (614) 865-2111

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About

Peters Wealth Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products tailored to individual needs. The firm's unique Retire Ready G.U.I.D.E. process focuses on five key components of retirement planning: Generate Income, Understand Healthcare, Invest Wisely, Decrease Taxes, and Estate Plan.

Services include Retirement Income Strategies, Wealth Management, Annuities, Investments, IRA/401(k) Rollovers, Asset Preservation Strategies, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies, IRA Legacy Planning, and referrals to professionals for Trusts, Probate, Charitable Giving, Estate Planning, and Tax Filing. The firm emphasizes personalized, collaborative planning and long-term relationships with clients.

Personalized Retire Ready G.U.I.D.E. process

Collaborative planning approach

Comprehensive suite of retirement and wealth management services

Services

Retire Ready G.U.I.D.E. Process

A five-step personalized process to help clients generate income, understand healthcare, invest wisely, decrease taxes, and estate plan for retirement.

Generate Income Understand Healthcare Invest Wisely Decrease Taxes Estate Plan

Retirement Income Strategies

Customized strategies to provide a steady income stream during retirement.

Wealth Management

Holistic management of investment portfolios to grow and preserve wealth.

Annuities

Insurance products designed to provide guaranteed income streams in retirement.

Investments

Selection and management of investment vehicles to meet retirement goals.

IRA/401(k) Rollovers

Transferring retirement savings from previous plans to new accounts for better management.

Credentials & Certifications

RICP® (Retirement Income Certified Professional)

Since 2008

Series 7, 63, 66 licenses

Since N/A (held by Steve Kurtz)

Reviews

Rating

4.9

★★★★★

Reviews

"Mr. Peters is open, honest, knowledgeable, and has integrity."

Frequently Asked Questions

What is the Retire Ready G.U.I.D.E. process? +

The Retire Ready G.U.I.D.E. process is a five-step personalized method to help clients generate income, understand healthcare, invest wisely, decrease taxes, and estate plan for retirement.

How does Peters Wealth Group help with retirement income strategies? +

Peters Wealth Group offers customized retirement income strategies to create a reliable income stream during retirement, tailored to individual goals and risk tolerance.

What types of insurance products does Peters Wealth Group offer? +

The firm provides annuities, life insurance, and long-term care strategies to protect assets and ensure financial security in retirement.

Who is Rodney Peters? +

Rodney Peters is the founder of Peters Wealth Group, a Retirement Income Certified Professional (RICP®), and an Ohio State University graduate with an economics degree. He focuses on guiding families through retirement planning and achieving financial confidence.

What credentials do the team members at Peters Wealth Group hold? +

Team members hold credentials such as RICP®, Series 7, 63, and 66 licenses, and educational backgrounds from institutions like Ohio State University and Otterbein University.