About

The consultative approach of Falls Advisory Group has developed over Peter’s 15 years of experience.  With his financial planning background, Peter believes insurance is an important part of each client’s financial plan.  He begins with understanding their goals and defining the risks they want to protect against.  The insurance is then integrated with their investment and retirement assets to achieve their personal goals.

Peter works with executives, business owners, families and professional advisors.  He focuses on strategic planning for business and succession planning, employee benefits, executive compensation, estate planning and wealth accumulation.