I am here to help. When my own family was working to take control of our assets and plan for our future, we hired a financial advisor to help us make sense of it all. That’s actually when I realized that financial advising was a career I could excel at, helping others get control of their finances and help them achieve their goals, whatever they may be. Everybody has worries about money at some point, and it’s my job to help relieve some of that stress with sound financial strategy and support.
When a potential client comes into my office, it’s important they understand that if we choose to work together, our partnership will last a lifetime. Life is full of both expected and unexpected changes, so whether you’re changing jobs, experiencing a loss in the family, buying a house or working through a period of market fluctuation, it’s my honor to be there alongside you to explain if and how this affects your financial future. Together, we can make adjustments to your strategy and get you back on track to reaching your goals.
My office in Skokie, IL serves diverse clients from across Chicagoland and out of state, especially California. We take particular pride in partnering with small- and medium-sized business owners seeking to better manage their assets and create or improve employee benefits packages. Whether your goals are professional or personal, call us today at (847) 674-8565 to learn how we can help.
Prior to joining the firm, I worked in the film industry for 13 years. Though I began in production, I eventually switched to film accounting, which was the first step to becoming a financial advisor.
Outside of the office, I love spending time with my wife and high school sweetheart, Patty, and our two children. We love playing games and staying active together. I am also an active member of the Rotary Club of Chicago Lakeview, and we try hard to give back to the community through local charitable organizations.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- Retirement Income Strategies
My Personal Interests
- Social Responsibility
- Movies & Entertainment
Office Address7937 N Lincoln Avenue
Skokie, IL 60077
Phone NumberPeter Woods at (847) 674-8565
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