Peter Coughlin

Peter works with people from all walks of life who have either retired or are about to retire to protect and grow their wealth. He serves as a guide to help them make some of life’s most significant decisions including, “When can I retire?” or, “How can I protect my family if something happens to me?” As a Certified Senior Advisor®, he helps older adults prepare for and navigate the changing needs of their later years. Many of his clients own a business or are doctors, nurses, lawyers, CPAs, or engineers.

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