Greetings from the Petros Family!  In these times of uncertainty in the Market, we at Petros Financial Services are still offering our clients a level of stability and security unparalleled by other investment firms.  When so many companies are cutting costs and downsizing, we are growing and adding to our team to continue to serve you.  We have, in our opinion, the best professionals in the country.

These days it takes creativity to identify solutions for many of the financial problems we face, but you may be interested to know our clients are not losing money.  They are so grateful for the safety and peace of mind we have provided for them.  In recent weeks, we have received many calls from long-time clients just to say “…thank you so much.  I know I’m not losing anything while working with Petros…”

If you are concerned about shrinkage in your brokerage accounts, IRA’s, 401(k)’s or other retirement accounts, call us today at (904) 824-5656 and set up a time to meet with us.  We look forward to seeing you soon.

Wishing you all the best,
~The Petros Family
 

Petros Financial Services has been specializing in estate and financial planning for over twenty years. Founded by Frank Benischeck, our top priority is the safety and security of our client’s retirement nest egg. Frank is in the top 1% of financial professionals in the nation and our firm provides clients with growth, safety, and control. Our focus is to provide complete financial and estate planning services to retirees and those who are planning for retirement. We offer a thorough review of your current financial situation through a three-step process that will help you “Build a Solid Future”.

Our mission at Petros Financial Services is to:

Help our clients create and grow their wealth, protect and preserve their life savings, and plan for the distribution of that life savings in the most tax advantageous manner while living and at death. We apply the highest ethical standards in everything we do. Nothing is more important than our reputation for integrity and honesty.

The values we embrace to support this mission include:

• Service: We provide superior, caring and individualized service to clients and their families
• Availability: We will be here for you and your family and through the generations as your legacy is passed on
• Security: Out top priority is the safety of your assets and your peace of mind so you can have a successful retirement
• Confidence: You can be assured that you will have a confident retirement through our caring, dedicated support staff
• Trust: We want nothing more than to deliver our services with utmost trust because are committed to doing the right thing not only during your retirement but as your estate is settled upon your death

Our Services include:

Safe money investing
Our top priority is the safety of your money and we align the resources for you. Our commitment to you is to help you achieve the things that have been important in your life. It does not matter whether you have a large estate or a small estate, whether your estate is very complex or simple. We make sure that we have the professional, caring people you need in place to help you and your family prepare for your future. Your don’t have to risk your retirement success by using a firm that doesn’t look at you as an individual or look at the complete picture to ensure you achieve your retirement goals.

Estate Planning & Legal Planning
Estate planning is more than just planning for estate taxes. It includes making sure wills have been structured properly, trusts have been implemented, and powers of attorney are in place for financial needs as well as health care needs. Consider that in today’s society laws are so strict that, many times, during an emergency, people are unable to obtain the necessary health information even for a loved one. These types of documents should be taken care of and implemented as part of the estate planning process. Today, in an environment such as this, the simplest way to resolve these issues is by planning. We work closely with board certified tax and estate planning attorneys who will review your current situation and offer suggestions from a legal perspective. Remember, if you fail to plan, you plan to fail. With Petros, your estate will be complete and your children, grandchildren, and great-grandchildren will enjoy you while you are alive and the memory of you after you have passed away. The choice is yours!

Health Care Protection
We offer innovative solutions to protect you from the financial devastation caused by Long-Term Care or a Nursing home stay. Using our expertise, and that of our associates, we can secure your estate from the adverse impacts of long term care needs by designing affordable solutions that meet your health care needs.

Retirement Rollovers
We offer ways to protect your pensions, 401(k)s, 403(b)s, SEP’s, IRA’s and take control of your retirement nest egg. With Petros, you will avoid lump sum income taxes while distributing your assets as a legacy to your heirs. We partner with the nation’s leaders in IRA planning keeping you on the cutting edge. We are a member if Ed Slott’s Elite IRA Advisor Group and can offer you services that are only offered by a handful of estate and financial advisors nationally. Ed Slott was named as “The Best” source for IRA advice by the Wall Street Journal, has authored numerous books and articles and is quoted by all major news channels.

Our goal is to take the mystery out of investing, preparing for retirement, managing risk, preserving your wealth and reducing your tax liability. Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and have peace of mind during the most important part of your life. 

Frank J. Benischeck, President   PETROS FINANCIAL SERVICES   "Building Solid Futures"   100 Southpark Blvd, Suite 405   St. Augustine, Florida 32086   Office: (904) 824-5656   Toll Free: (866) 273-8767   Fax: (904) 824-5642 To email us , please use our contact us page