Peter Deskovitz

Email:  pete@retireontime.net

Mr. Deskovitz is a financial advisor with over 16 years experience in the financial services industry. During this time he has helped his clients plan for their future goals and objectives, including helping them prepare for their retirement, accumulate savings for their children’s college education, and assist them in preserving and protecting their assets to ensure that they can be passed on to their loved ones.

 EXPERIENCE

• Financial Service- Provides superior strategic long term investment solutions for clients seeking to grow their assets over time.
   

• Asset Management- Comprehensive portfolio model considering client’s risk tolerance and investment objectives. Regular rebalancing of investment portfolio to ensure plan continues to meet their goals.
   

• Wealth Creation- Determine future planning projections to create a savings and investment strategy  for retirement and other long term financial objectives. Project current cash flow and budget analysis helping clients find short term saving solutions.
   

• Estate Protection- Identify any pitfalls in regards to the distribution of clients assets at their death. Develop strategies and solutions to reduce estate and gift taxes.

 EMPLOYMENT HISTORY

Retire on Time (Ann Arbor, MI) Registered Representative 2007

Members First Financial (Ann Arbor, MI) Registered Representative 1995-2007

Worked with credit union members throughout Southeastern Michigan. Helped members accumulate, manage   and preserve their assets on an ongoing basis. Worked directly with credit union management and staff to develop business plan. Coordinated start- up of financial services company within credit union branch offices.     

American Express Financial Advisors (Livonia, MI) Advisor 1991-1995

Learned techniques of investment planning, wealth management, asset protection, retirement projections, and asset allocation planning. Gained expertise in helping clients plan for long term and short term financial goals by performing thorough analysis of their current financial situation.        

EDUCATION

NASD Series 7 Securities License in 1991

NASD  Series 63 State Securities License (MI) in 1991

Life, Accident and Health Insurance License (MI) in 1991

Bachelor of  Business Administration (Marketing)  Eastern Michigan University in 1990

PERSONAL

Married to wife Kelly since 2001

Two children Ava and Blake

Resides in Pittsfield Township

When not helping clients enjoys basketball, reading, and spending quality time with family

Securities and Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.

Retire on Time is not an affiliate of NEXT Financial Group, Inc.