Peter Tavener is a 'Certified Financial Planner' and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people for over 25 years. Focused on 'Minimizing Tax' and 'Balanced Portfolio Planning', Peter specializes in Investment Portfolio Management, Tax Planning and Estate Planning.
Peter works together with clients to build a road to independence from which the client feels comfortable and reassured that the route chosen is the right one. He reviews the plan with the client frequently to ensure it's up to date and sensitive to the ongoing changes that do occur in one's life.
In his spare time, Peter enjoys spending time with his grandchildren, golfing and travelling. He is also an avid sports enthusiast.
Insurance products available through Peter A. Tavener.