As we start the new year and a new decade, we at WEALTHSTONE ADVISORS want to share with you some of the exciting enhancements that we have implemented within our insurance department. We remain a full-service wealth management firm offering:

  • Financial Planning
  • Insurance Planning
  • Tax Planning
  • Asset Management
  • Business Consulting

We are excited and pleased to announce that Brad Peterson, CLU®, LLIF has joined our team as the new Managing Director of the insurance department. Brad brings a wide array of experience to the table with many years in the life insurance industry through his association with several top life insurance companies. He is looking forward to meeting with you to discuss your current life insurance policies and any additional insurance needs you may have.

We have leveraged the 50+ years of life insurance experience and expertise through our relationship with Valmark’s Policy Management Company, this enhanced policy management system will help us to comprehensively manage our client’s life insurance policies. As a part of this new management system, you may receive a letter from your insurance company notifying you that our back office (Valmark), has requested current policy information. This is part of the management process and helps us to ensure your policy is performing as originally designed.

As we walk through life our goals and priorities naturally change. When taking into consideration the ever-evolving economic changes, the current low interest rate environment, and current estate tax law, your insurance may or may not be structured to meet your current and future needs.

It would be our privilege to schedule a time to discuss your current life situation. Please give us a call to schedule a review.

Brad Peterson, CLU®, LLIF
Managing Director, Insurance Advisors
BPeterson@wealthstoneadvisors.com
614-340-3680

Valerie Jones
Manager, Insurance Advisors
Vjones@wealthstoneadvisors.com
614-340-3676

Wealthstone Advisors is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee return or eliminate risk.