At Peete & Associates, our goal is to assist in the process of making sure that clients don't outlive their money.  With over 100 years of collective experience, our staff at Peete & Associates is proficient in supporting and guiding plan sponsors in the areas of administering, designing and monitoring retirement plans according to Accredited Investment Fiduciary practices.  Utilizing resources from LPL Research as well as fund screening through RPAG, our office helps clients plan for retirement through a variety of investment strategies.  We are proficient in Business Continuity Planning and Estate Planning in addition to the Tax-Qualified Plan and Individual Retirement Planning Analysis.

Below, you will find a questionnaire that gives us an idea of your priorities and objectives.  Thank you for visiting our website. 

Personal Financial Questionnaire


Peete & Associates has been committed over the last 40 years to giving 10% of its profits to organizations that help those who are less fortunate.

We are annual members of the United Way Tocqueville Society and we are active with many children's charities including Ronald McDonald Houses, House of Hope, Victory in Soccer and many more.  We have been blessed to be recognized at the Million Dollar Round Table's Royal Order Excalibur Knight level.  It is our honor to reach out to those in need when we are able to help.