Financial Planning

for every branch of your life

It’s not retirement planning.
It’s life planning.

Financial planning can be overwhelming, confusing, and undeniably frustrating. At Petros Financial Group, we work hard to ensure that is never your experience.

We don’t just consider your money;
We consider your life.

Education, excellence and a faith-centered approach to helping you plan for the future are at our core. We value truth and honesty and fight against those who put profits ahead of people.

We firmly believe a customized approach to investing and planning will best serve you, and we’re genuinely interested in helping you reach your goals and dreams.

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Retirement is one of life’s biggest journeys.
Are you prepared?

Will you have enough money to live on in retirement? Are you prepared to cover escalating health care costs and create income to cover your day-to-day expenses?

Take the “9 To Know” financial analysis and find out if you’re ready to embark on one of the most significant journeys in your life … RETIREMENT.

Take the 9 To Know Quiz

Believe in Better^™

Our 4 Step Planning Process

To us, financial planning is more than just providing investment advice. We take a holistic approach every step of the way, addressing all of areas of your financial life.

We look beyond the money with our 4 Step Planning Process.