Petros Estate & Retirement Planning, LLC

 

You Take Care Of Your Family. We’ll Take Care Of Your Money.

Life can get complicated. Balancing work, family and finances can be difficult. But there’s no need to make your life more complicated than it has to be. At Petros Estate & Retirement Planning, we’re here to help you shoulder the burden of your financial life, to leave you free to spend more time with your family.

Being A Little Different Makes A Big Difference.

From your first encounter with the Petros family, you’ll notice a difference. You see, we think estate and retirement planning should be a personal, one-to-one experience. We’ll treat you like family. We’ll get to know you, and you’ll get to know about our long history of living and working in Northeast Florida. We do it all because knowing you better is the only way to serve you better.

At Petros Estate & Retirement Planning, we’ve been specializing in estate and retirement planning for over twenty years. Our top priority is reducing the risk to our client’s retirement nest egg. Our focus is to provide complete lifetime income planning services to retirees and those who are planning for retirement. We offer a thorough review of your current financial situation through a three-step process that will help you “Build a Rock Solid Future.”

Welcome to Petros Estate & Retirement Planning. Welcome to a different approach to securing your future. 

Jeannette Bajalia
Petros Estate & Retirement Planning, LLC
100 Southpark Blvd, Suite 405
St. Augustine, Florida 32086


Office: (904) 824-5656
Toll Free: (866) 273-8767
Fax: (904) 824-5642

To email us, please use our Contact Us page.

 

 

            

        Member of Ed Slott's Elite IRA Advisor Group      


 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Portfolio Lifespan

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Federal Income Tax

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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