Peter Kline

Integrity, Experience, Discipline

Bettering your financial future, together

Pete's mission

In today's complex world of investing, it is important to have a relationship with a financial advisor that you can trust. As a CERTIFIED FINANCIAL PLANNER ^TM professional, I adhere to my fiduciary responsibility to act in the best interest of my clients, while helping them create tailored financial solutions to meet their needs. I partner with my clients to develop well-rounded wealth management plans, including education funding, income strategies, retirement planning, investment selection and risk management. Additionally, I value the opportunity to partner with foundations and nonprofits, as well as helping businesses with 401(k) and small business retirement plans. Through integrity, experience, and discipline my mission is to better your financial future, together.

New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact me to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.