Peter S. Virok CFP, CRPC

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/11/2025

Sending love and appreciation to all mothers today.

04/07/2025

It’s America Saves Week! Take time to pause and check in on your finances. One quick tip: review your subscriptions and memberships. Consider pausing or cancelling anything you’re not using right now.

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

02/14/2025

Happy Valentine’s Day! May your day be filled with happiness and love. How are you planning to create meaningful connections today?

01/01/2025

Wishing you a new year filled with health, wealth and happiness. Happy 2025!

12/21/2024

It’s officially winter! What’s your favorite winter activity?

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

11/28/2024

Wishing you and your loved ones a Happy Thanksgiving. What are you thankful for this year?

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.