Metlife Peter Wilmot The Preferred Planning Group
Peter Wilmot, CFP®

The Premier Wealth Group, an Office of MetLife
Financial Services Representative
Financial Planner
Registered Principal

Welcome and thank you for visiting!

My mission is to help business owners and other professionals develop financial strategies that will allow them to achieve financial freedom.

My primary objective is to help our clients enjoy the lifestyle they deserve today, while balancing the quality of life they desire for their future.

Our goal is to care more about our client's financial future than anyone who does not share their same last name.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about our process.

I look forward to hearing from you.

I am licensed and registered to offer products and services in [AZ, IL, NM, VA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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