Financial Fitness:
I help clients through life situations that impact your financial fitness.
Life keeps moving along. Summer is coming to a close and kids are returning to school. During this time, I encourage you to call or schedule a call. When we sit down together, you can expect a caring conversation about your concerns and goals. We talk as friends.
Sometimes people are a little apprehensive about discussing their financial situations. Rest assured, I treat consultations (via phone or in-person) with discretion and in a relaxed manner. We will talk about your situation and look at options that will best serve you.
If you need guidance on IRAs or retirement planning, contact me. Or schedule a free call now online.
Check the background of your financial professional on FINRA’s BrokerCheck.
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.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Copyright © 2025 Jonathan Peters
