Financial Independence Planning, LLC

PeterAlexander was founded in 1991 by Rick Hellberg to provide comprehensive financial services to individuals, families, and businesses. The need for quality, objective planning was of the utmost importance to Rick as he started this journey and remains so today. PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm. We believe that providing sound advice designed for our client’s needs will create a lasting relationship for both client and advisor. We seek to understand our client’s financial situation, their objectives and their wishes. The plans we develop address reducing taxes, funding retirement and other major life events, legacy planning and business succession.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

At Retirement Planning Specialists, we believe that a solid relationship is founded on trust. We are Registered Investment Advisors through LaSalle St. Investment Advisors (LSIA), regulated by the Securities and Exchange Commission (SEC). Our firm has a fiduciary duty to act in the best interests of our clients. As a fiduciary, it's not about selling a product or earning a commission, it's about the long-term relationship. RPS is committed to providing diversified investment solutions as part of a financial planning process, which is a key component in guiding our clients to realize their goals, from today through their retirement. We believe an essential factor in retirement planning is proper asset allocation.