Ian Peters

Financial Services Professional

NYLIFE Securities LLC

Helping You Make Clearer Financial Decisions

A STRATEGY-FIRST PROCESS

A Strategy-First Process

Financial decisions are easier to make when the pieces are organized. My process is designed to help you understand where you are today, identify what may need attention, and make informed decisions about your future.

Discover

We start by clarifying your goals, concerns, responsibilities, and what prompted the conversation.

Organize

We review your financial picture, including income, savings, insurance, investments, retirement accounts, workplace benefits, and opportunities to strengthen your overall strategy.

Design

We discuss strategies designed around your goals, risk tolerance, time horizon, and overall financial situation.

Review

Your strategy should evolve as your life, family, career, income, and goals change.

WHAT I HELP WITH

What I Help With

Your financial strategy is rarely about one isolated decision. I help clients look across the major areas of their financial life so their retirement, protection, investments, benefits, and long-term goals can work together more intentionally.

Schedule a Conversation

Retirement Planning

Understand whether you are on track and how your income sources may work together.

Protection Strategies

Investment Strategy

Pension & Workplace Benefits

Business Owner Solutions

Tax-Aware Strategies

Before discussing solutions, I believe clients deserve to understand where they are, what risks they may face, and what options are available. My goal is to help you make financial decisions with structure, clarity, and confidence.

646-288-7757

IAPeters@ft.newyorklife.com

14819 Ballantyne Village Way Ste 1100

Charlotte, NC 28277