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Our Process

Our Process

At Peoples Financial Center, we believe you will enjoy and appreciate the client-centered process of planning for your retirement - what we refer to as "The Advocacy Process". After our initial “get-to-know-you” introduction, we start with a gathering of facts - essentially building a picture of where you currently are financially and where you wish to be at retirement and beyond. After analyzing this information, together we consider your future goals. Next, we do what we do best - begin by implementing a strategic plan of investing. As your life changes - and indeed it often does - goals are revisited, and we meet regularly to analyze and adjust the strategic plan to ensure you are on track toward your objectives. Each step in this process is a collaboration of your dreams and goals and our expertise.

Come work with us as together we will strive to enhance your quality of life through our value-based financial planning services. Download our brochure to learn more about each step in the process and contact a Peoples Financial Center representative to schedule a meeting today.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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Our Team

Meet our advisors who are dedicated to providing exceptional service and diligent financial planning. 

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Our Philosophy

Our client-centered philosophy has always been to inspire you to make the appropriate decisions for your financial future.

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 Our Products & Services

Peoples Financial Center has the expertise, products, and services to help you navigate your way to a sound financial plan.

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Peoples Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Peoples Bank for these referrals. This creates an incentive for Peoples Bank to make these referrals, resulting in a conflict of interest. Peoples Bank is not a current client of LPL for brokerage or advisory services. 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisory and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Peoples Bank and Peoples Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Financial Center, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank or Peoples Financial Center. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IA, ID, IN, KS, KY, MA, MN, MO, NE, OH, SD TX, WA, WY. Securities and insurance offered through LPL or its affiliates are:   

Not Insured by FDIC

Not Bank Guaranteed

May Lose Value

Not Bank Deposits or Obligations

Not Insured By Any Other Government Agency