Q2 2023 Market Outlook -Peter

Peter

Partner

“As Partner with Personalized Financial Solutions, we aim to revolutionize and evolve what it means to work alongside a financial advisor. Utilizing cutting-edge planning and investment technology, exceeding expectations and providing…”

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Troy

Partner

“Money is a very personal thing to all people. We all work hard for what we have, and most of us work to live and don’t live to work. We all want to make smart choices with our money so we can have a quality life with the people that matter the most…“

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Connor

Partner

“There are two major currencies in life. Money is the obvious one, but the one that is often overlooked is time. Finding the proper balance can be difficult, with many people spending their entire lives trying to figure it out. “Do I spend more time…“

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Tim

Partner

“As a Certified Financial Planner (CFP) since 2010, Tim Kleinschmidt helps business owners, professionals and their families make better decision with their money. He uses many different financial strategies to help his clients achieve…“

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Cory

Advisor

“As a Financial Security Advisor, Cory Martel enjoys helping his clients make better decisions with their money. He does this by listening to and understanding their objectives and concerns and assists them in building a comprehensive personal plan…“

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Dan

Advisor

“Whether I’m coaching a team or working with my clients, my goal remains the same: to inspire and empower the people around me to achieve their goals. In order to achieve our goals and maximize life’s opportunities, we must have a solid…“

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Jody

Financial Associate

Meet our exceptional financial associate, Jody Connaghan. With an unwavering commitment to excellence, she has consistently demonstrated remarkable hard work and persistency in all aspects of her role. Her dedication and amazing work ethic have been a driving force behind the success of our advisory team…

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