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Peters Financial, LLC

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United States
Mobile, AL
Peters Financial, LLC

Providing Wealth Management, Retirement Planning, and Insurance services for over 40 years. Member FINRA/SIPC. finra.org sipc.org.

We have been helping our clients with Wealth Management, Retirement Planning, and Insurance services for over 40 years. Our first priority is helping you secure a bright financial future for yourself and your family. We 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 communi

cation have been our cornerstone and the foundation of our success. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/01/2026

September is College Savings Month!

08/27/2026

Estate planning is about more than deciding who gets what. It's about making your wishes clear, protecting the people you care about, and making important decisions before they're left to someone else.

Swipe through for a few estate planning facts you may not know.

A little planning today can create a lot more clarity for tomorrow.

08/24/2026

New year, new contribution limits.

The IRS has updated several key retirement savings limits for 2026, creating new opportunities to maximize your savings and stay on track towards your long-term goals.

Knowing the numbers is the first step. Having a strategy for them is what makes the difference.

08/20/2026

Social Security can play an important role in your retirement income- but there's more to it than simply deciding when to claim.

From how your benefits are calculated to working while collecting, spousal eligibility, and potential taxes, understanding the details can help you make more informed decisions for your retirement.

Swipe through for a few Social Security facts worth knowing.

08/18/2026

Confidence in retirement starts long before your last day of work.

From understanding your future expenses to managing debt, building savings, and planning your retirement income, the steps you take today can help you feel more prepared for what's ahead.

Swipe through for five ways to build more confidence in your retirement plan.

08/13/2026

Your first year in retirement may be one of the biggest transitions you'll ever make.

From adjusting to a new routine to managing your retirement income and finding purpose beyond your career, planning ahead can help make the journey smoother.

Swipe through for four things to expect during your first year in retirement- and how preparing today can help you enjoy tomorrow.

08/11/2026

A will is more than a legal document- it's a way to protect the people and things that matter most.

From directing your assets to simplifying the probate process and protecting your children, creating a will can provide clarity and peace of mind for you and your loved ones.

If making a will has been on your to-do list, let this be your reminder to start the conversation.

08/06/2026

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

Sources: SSA.gov (2025), Investopedia.com (May 15, 2024), SSA.gov (2025), SSA.gov (2025), SSA.gov (2025), EBRI.org (2025), SSA.gov (2025), SSA.gov (2025).

08/01/2026

August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential: Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.

Manage Conflicts: Clear instructions can help during disputes and misunderstandings. Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?

Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

07/29/2026

There are four keys to doing well in the markets. These keys will help you stay disciplined and progressing towards your goals.

Address

153 West I-65 Service Road North
Mobile, AL
36608

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12513424874

Website

http://www.petersfinancial.us/

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