Thomas Peternel Email & Phone Number

I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I offer a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am licensed to sell insurance in: Ohio and Michigan. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business.