PEAC

investment advice in the fields of bonds, securities, pre-retirement planning, post-retirement planning, private and public equity, planning for continuing care expenses, planning for estate transitioning, investment income tax strategies and portfolio design; investment consultation in the fields of bonds, securities, retirement, private and public equity, planning for estate transitioning and portfolio design; investment management in the fields of asset allocation planning, portfolio design, performance analysis, fund monitoring and oversight, bonds, securities, retirement, private and public equity