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About Our Company

Petra Financial Solutions was founded with the goal of assisting our clients with important aspects of their financial lives. Through individual planning, we strive to help create financial stability and security in order to provide financial independence.

Our Mission

Arriving at different milestones in your life – such as marriage, achievements and retirement – produces a sense of accomplishment. These events may also create some questions about the future. Our goal is to work with you to develop and implement a financial plan designed to assist you in building a strong foundation for life.

Pursuing your financial goals requires that we take time to discover your objectives and assess your current financial situation. Next, we implement a financial program designed with your financial goals in mind. As your goals change, we can help you make the proper adjustments. We will continue to evaluate your objectives and monitor the performance of your financial program, while continually helping you plan for the future.

Services

Petra Financial Solutions has access to a wide array of investment products and professional services to help you pursue your financial goals. These services include:

  • Retirement and Estate Planning
  • Financial Consulting
  • Risk Management Planning
  • Wealth Management
  • Tax Planning
  • Individual and Corporate Retirement Plans
  • Insurance Planning
  • Financial Education Workshops
  • Periodic Investment Reviews

We take a personal approach to financial planning and recognize the importance of forming solid, trusting relationships with our clients. We are sensitive to the human side of financial planning and will help you through life’s milestones toward financial independence.