Our Services

At Peoples Investment Center, Your Interests Come First...

  • Asset and Debt Management including cash flow analysis, saving and investing requirements and asset allocation.
     
  • Income Tax Management including helping to establish retirement goals, strategies and allocation of resources, which include IRA's and 401k's.
     
  • Estate Management including business successions planning and efficient distribution of individual's assets to future generations and/or charities.
     
  • Asset Protection and Risk Management including proper coverage of life insurance, disability and long-term care.
     

(ICA and Peoples Investment Center do not provide tax or legal advice.)