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Douglas R. Peete, Accredited Investment Fiduciary® (AIF®)  
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Douglas R. Peete, Accredited Investment Fiduciary® (AIF®)
 

4551 West 107th Street, Suite 320
Overland Park, KS 66207

Phone:

  • 913-663-401K (913-663-4015)Toll Free: 888-434-401K (888-434-4015)

Fax:

  • 913-362-7422

E-mail:

  • PeeteMail@Peete.com
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Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Transcript

Newsletters

  • Naming a Trusted Contact

    It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

  • Diversifying Your Portfolio with International Flair

    Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

  • Retiring in a Down Market? Don’t Panic

    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

  • Six Steps to Starting a New Business

    Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

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Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Douglas R. Peete & Associates, a registered investment advisor and separate entity from LPL Financial.

The financial professionals asociated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registerd or licensed. No offers may be made or accepted from any resident of any other state.

Image by Roy Harryman from Pixabay

 

 

 

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