Peter B. Topping is an independent CERTIFIED FINANCIAL PLANNER™ professional focusing on four main areas:
1. Investment Consulting
2. Insurance Program
3. Advanced Planning
4. Relationship Management
Clients receive objective advice based on a holistic approach that entails every aspect of their personal financial picture. Peter provides a consultative process while offering customized choices and solutions. He is backed by a team of experts, including Attorneys, CPAs, Property/Casualty & Debt Financing specialists. Services include: Brokerage, Asset Management, Insurance Review, Financial Planning, Charitable Giving, Wealth Transfer, Asset Protection, Budgeting/Cash Flow etc. Peter currently serves as an advisor to doctors, attorneys and executives at Fortune 500 companies.
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