Lance Peters
Accredited Investment Fiduciary · Retirement Income Certified Professional
Virtual
In-Person
Specialties
About Me
With over 2 decades of experience advising individuals and small businesses, Lance excels at working with successful individuals to create customized financial solutions that help them reach their goals more quickly and efficiently.
Lance specializes in providing holistic advice that frees up cash flow for businesses and individuals, allowing them to achieve their goals more quickly and efficiently. Among other things, Lance incorporates proactive tax reduction strategies, investment management, insurance strategies, estate planning, and retirement planning, with the goal of delivering massive value to every client.
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Credentials
Accredited Investment Fiduciary, Retirement Income Certified Professional
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Nautical Star Financial Group LLC (“NSFG”) is a Registered Investment Advisor offering advisory services in the states of Texas, Washington, Idaho, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of NSFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and our firm makes no representations as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.