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Peacock Financial Group

Your choice for Financial Services

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Where do you want to go? We can get there, together. 

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

I have 29 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

Your goals are my goals.

I work for you, acting in your best interest, with all your goals and dreams firmly in mind.

Where do you want your financial roadmap to take you?

I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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