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"Why This Became Personal"

When my father died suddenly, I was 13 years old. His business was worth a significant amount of money on paper.
 
I remember standing in our kitchen while my mother held the phone, listening to someone explain that there was no plan.
 
No life insurance. No succession. No estate documents. Nothing protecting us.
 
Within months, everything was gone.
 
That moment shaped every decision I've made since. Not the loss itself, but the silence that followed it. The absence of a plan where a plan should have been.
 
I spent 25 years as a Senior Vice President of Equity Trading on Wall Street. I survived Black Monday, the dot-com crash, the 2008 financial crisis, and the 2020 pandemic collapse.
 
In 2018, I navigated my wife Beth through terminal cancer and experienced firsthand what happens when healthcare costs don't follow projections.
 
Every one of those experiences confirmed the same thing my father's death taught me at 13: the strategies that build wealth aren't the same ones that protect it.
 
So I built a system around that principle. Three phases. Nine steps. Designed for the retirement landscape that actually exists, not the one most advisors are still planning for.
 
But here's what matters to you:
 
If you've spent decades building significant wealth, you've already done the hard part. What keeps you up at night isn't whether you saved enough.
 
It's whether your plan survives when markets crash, healthcare costs spike, and the institutions you're counting on don't deliver what they promised.
 
That's the problem I solve.
 
And I only work with people who take it seriously - successful professionals and business owners within 10 years of retirement who have built $1M to $10M+ and want planning built for reality.
 
If that sounds like you, I'd welcome the conversation.

Life is about Relationships

Financial Peace Gives You Freedom to Enjoy Them

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Jonathan Peters

Senior Financial Advisor

(201) 632-2026

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If you’re within 10 years of retirement with significant assets and you want planning built for reality,
not just spreadsheets, let’s talk about your specific situation.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Krim Associates is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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Jonathan Peters
Krim Associates

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