A Knowledgeable Team Committed to Helping You Pursue Your Dreams

Meet Your Team at PFN

Brett Petersmark

Founder, President, RIH, and Fiduciary

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Brett Petersmark

Founder, President, RIH, and Fiduciary

P: (734) 372-7191

F: (734) 372-7190

E: brett.petersmark@lpl.com

As the Founder and President of Petersmark Financial Network, LTD. I work with individuals and families to help them visualize their goals and structure strategies to work toward them. I’m a graduate of Eastern Michigan University and have worked in the financial industry since 1992. Financial planning drew my attention as a career because it allowed me to follow my goal to help others and make a difference in their lives. I provide comprehensive strategies and completely personalized advice using the education and experience that qualifies me to handle a person’s financial situation.

Outside of the office, I enjoy spending time with my wife and two grown children. I’m also often playing golf, tennis or traveling. As a former NFL player, I am a member of the NFL Alumni Association and have served as treasurer for the Detroit Chapter of the NFL Alumni. I was inducted into the Eastern Michigan University Hall of Fame in 2014 and have served as President of the E-Gridiron Group at my alma mater, EMU. I’ve also been involved in my community as a coach for the Saline High School's varsity football team.

Justin Petersmark CFP®

Financial Fdvisor, CFP®

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Justin Petersmark, CFP^®

financial advisor, CFP^®

P: (734) 372-7191

F: (734) 372-7190

E: justin.petersmark@lpl.com

I am a recent graduate from the University of Michigan, with a bachelor's degree in Communications. After graduating in 2020, I spent a year doing business-to-business sales for an international company, learning valuable skills regarding client relationship management and schedule flexibility, as well as becoming accustomed to setting client meetings and travelling for business. However, I soon realized that my interest was helping people at a more personal level.

To do this, I've work to complete my licensing to become a registered financial advisor, like my father Brett, and work to help people plan for their best life. Now I work to help continue building Petersmark Financial and providing top tier service, advice and financial education to our clients.

I am driven to be a high achiever. I enjoy doing activities that push me to improve myself and foster discipline. On top of being an avid volleyball player, I’m a frequent gym-goer and I love to read authors ranging from Stephen King to Zig Ziglar. I take pride in working to meet others halfway and understand their point of view.

I look forward to meeting you!

Courtney Leszczynski

Client Services Office Manager

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Courtney Leszczynski

Client Services office manager

P: (734) 372-7191

F: (734) 372-7190

E: courtney.petersmark@lpl.com

I began working with Petersmark Financial Network, LTD. as an intern in 2018. Upon graduating from the University of Michigan, I spent two years in sales at Oracle in Boston, MA before deciding to work toward becoming a financial planner.

Having now completed my internship, I work as the Client Services Assistant for PFN while I study for my licenses. Within my role, I provide support to our executive assistants, as well as a second point of contact for clients. I also attend client meetings with Brett.

Now that I’m back in Michigan, I’m spending more time with my family, playing volleyball, traveling and baking. Having journeyed to the Mediterranean and Baltic, I’d like to expand my travels into Northern Europe’s coastal countries. I’m also a former Black Belt and was ranked 4th in the nation in 2014 for the female middleweight division.

Drake Reid

Client Services Administrator

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Drake Reid

Client Services Administrator

P: (734) 372-7191

F: (734) 372-7190

E: drake.reid@lpl.com

Drake joined the Petersmark team in late April of 2026, eager to join a firm with service and financial strategies. He earned his MBA and undergraduate degree in finance from Wayne State University’s Mike Ilitch School of Business, where he also served as a two-time captain of the football team. He uses the skills he learned both in the classroom and in the locker room to foster trust and clarity in the clients he works with.

Before joining PFN, he gained experience in the industry as a financial advisor at an RIA in Troy, MI, and as a retirement planning and benefits consultant working with small businesses in the Metro Detroit Area. He deeply enjoys working with individuals and families in all stages of life to bring financial clarity and exemplary client service.

He currently resides in Plymouth, MI and remains active in the football community as a coach and trainer. In his free time, he enjoys running, boating, snowboarding, and spending time with friends and family.

Current licenses: Series 65, Series 7, Life, Accident, and Health

Client Services Assistant

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Client Services Assistant

P: (734) 372-7191

F: (734) 372-7190

The Client Services Assistant works with the Client Services Manager and is responsible for providing administrative support to our clients and team. They assist in managing and maintaining client relationships, coordinating schedules and appointments, organizing office projects, and handling general inquiries and requests.

Graziella Bellucci

CFO

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Graziella Bellucci

CFO

Graziella Bellucci is a CFO with LPL Financial’s CFO Solutions team and collaborates closely with our firm to provide strategic financial guidance, business planning, and performance insights. Through this partnership, she help us make informed decisions that support the long-term growth and value of our practice.

Graziella brings a diverse background in entrepreneurship, venture consulting, and operational finance. Since joining LPL in 2021, she has supported over 100 advisor relationships and contributed to the development of advanced financial tools used across the CFO Solutions team.

She holds a bachelor’s degree in business economics from Universidad Dr. José Matías Delgado in El Salvador and currently reside in Honolulu, Hawaii.

Lisa Mazzoni

Client Services Associate

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Tamara

Lisa is part of LPL’s ‘Administrative Solutions’ team. She supports multiple advisors with administrative tasks and client management functions on a virtual basis. She joined Petersmark Financial Network in 2024and supports the team with administrative responsibilities including account management

Lisa graduated from West Virginia University and obtained a Bachelor’s Degree in Multidisciplinary Studies. She has worked in the financial services industry for over 9 years.

Lisa currently lives in Charlotte, North Carolina with her husband and daughter. She enjoys spending her free time with her family, hiking, and her dogs.

*Ms. Mazzoni is an LPL employee and is part of the Business Solutions program that supports multiple advisor's businesses, including Petersmark Financial Network, LTD.

Maddie Thomas

Marketing Consultant

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Maddie Thomas

MARKETING CONSULTANT

Maddie is a Marketing Consultant with LPL Financial. Originally from Virginia Beach, Virginia, she graduated from University of North Carolina Wilmington with a bachelor’s degree in Business Administration with a concentration in Marketing Strategy and a minor in Psychology. With a passion for creativity, data, and establishing meaningful relationships, what excites Maddie most about her work in digital marketing is the opportunity to use her skills to build connections with people from all walks of life. In her current role with LPL Financial, she is able to help others get the resources they need through digital marketing.

Maddie currently resides in Charlotte, North Carolina, and when she isn't working, you will find her spending time with friends and family, enjoying local food in Charlotte, or teaching fitness classes at a local studio.

*Ms. Thomas is an LPL employee and is part of the Business Solutions program that supports multiple advisor's businesses, including Petersmark Financial Network, LTD.

Experience a Hands-On Approach to Financial Guidance

No Matter Your Stage in Life, It All Starts With Building a Solid Plan

As your team of financial professionals, we aim to develop an efficient path within your comfort level. Life often gets in the way of our focus on finances among other priorities, but we do everything in our power to help you focus on where you want to go.

Our PFN Planning Process

1

Step One:

Examine and Understand Your Current Financial Situation

2

Step two:

Educate and Discuss Your Risk Number

3

Step three:

Develop Your Financial Goals

4

Step four:

Complete an Analysis

5

Step five:

Discuss and Review Your Gaps

6

Step six:

Provide Recommendations

7

Step seven:

Implement

8

Step eight:

Review and Update

Comprehensive Financial Planning

Now Is the Time To Take Steps Toward Building the Life You Want

Increasing your financial security empowers you to live the way you want and provides the confidence you need to enjoy every moment to the fullest. As a fiduciary, we’ll prioritize your needs throughout our planning process so that you can feel resolute in your decision making moving forward.

Whether you are new to financial planning and want to learn more, interested in taking action to build your financial plan, or are an investor looking to get help in managing your accounts, PFN offers solutions for all your financial planning needs.

Let’s Get Started

Comprehensive Financial Planning Services with a Fiduciary Financial Advisor

Personalized Comprehensive Financial Planning Designed Around Your Goals

Comprehensive financial planning is the foundation of long-term financial success. At Petersmark Financial Network, LTD, our fiduciary financial advisors work closely with individuals, families, executives, business owners, and professional athletes to develop personalized financial planning strategies tailored to their unique goals, values, and financial circumstances. Rather than focusing on a single area of your finances, our comprehensive approach evaluates investment management, retirement planning, tax-efficient planning, estate planning, risk management, cash flow planning, and wealth preservation strategies within one coordinated financial plan.

As CFP® professionals and fiduciary financial advisors, we believe successful financial planning begins with trust, education, and meaningful long-term relationships. Our relationship-based planning process is designed to help clients better understand the financial decisions they face through objective guidance, financial education, and personalized financial advice. Whether you are building wealth, preparing for retirement, navigating a major life transition, or planning for future generations, comprehensive financial planning can provide greater clarity, organization, and confidence in your financial future.

Many people ask, "What is comprehensive financial planning?" Comprehensive financial planning is a goals-based process that coordinates all major areas of your financial life, including wealth management, investment management, retirement income strategies, tax considerations, estate planning, insurance evaluation, and legacy planning. By integrating these important components into a customized strategy, our trusted financial advisors help clients evaluate opportunities, identify potential risks, and make informed decisions that align with their long-term goals. For individuals and families seeking a long-term relationship with a CERTIFIED FINANCIAL PLANNER® professional, comprehensive financial planning provides a personalized framework for pursuing financial success across every stage of life.

Comprehensive Financial Planning FAQs

What is comprehensive financial planning?

Comprehensive financial planning is a holistic process that evaluates all areas of your financial life, including cash flow, investments, retirement, taxes, insurance, and estate considerations. The goal is to create a coordinated strategy that aligns your financial decisions with your long-term goals and priorities.

Do I need a comprehensive financial plan if I already have investments?

Yes. Investments are only one part of a larger financial picture. A comprehensive financial plan helps ensure your investment strategy, tax planning, retirement goals, risk management, and estate considerations work together in a coordinated and purposeful way.

When should I start working with a financial advisor on a financial plan?

Many people benefit from financial planning as soon as they have meaningful financial goals, growing assets, family responsibilities, or complex financial decisions to make. Starting earlier can provide more opportunities to develop and adjust strategies over time.

What does a financial advisor review in a comprehensive financial plan?

A financial advisor may review income, expenses, savings, investments, retirement accounts, insurance coverage, tax considerations, estate documents, and future goals. The purpose is to identify opportunities, address potential gaps, and help create a more organized financial strategy.

How often should a comprehensive financial plan be updated?

Financial plans should typically be reviewed at least annually and whenever significant life events occur, such as marriage, retirement, a career change, inheritance, or the sale of a business. Regular reviews help keep financial strategies aligned with changing circumstances.

What are the benefits of comprehensive financial planning?

Comprehensive financial planning can help improve financial organization, clarify priorities, identify potential risks, and support more informed decision-making. It provides a structured framework for addressing both short-term needs and long-term financial objectives.

Is comprehensive financial planning only for high-net-worth individuals?

No. Individuals and families at many stages of life can benefit from comprehensive financial planning. Whether you are building wealth, preparing for retirement, managing a growing family, or navigating a major life transition, a financial plan can provide valuable guidance.

How does comprehensive financial planning help with major life changes?

A comprehensive financial plan helps evaluate the financial impact of important life events and can guide decisions related to retirement, career transitions, business ownership, education funding, inheritance planning, and other significant milestones.

What is the difference between financial planning and wealth management?

Financial planning focuses on developing strategies across multiple areas of your financial life, while wealth management often combines financial planning with ongoing investment management and advice. Both services are designed to help support long-term financial goals.

How do I choose the right financial advisor for comprehensive financial planning?

When selecting a financial advisor, consider their qualifications, planning process, fiduciary commitment, communication style, and experience working with clients who have needs similar to yours. A strong advisor-client relationship is often built on trust, transparency, and ongoing collaboration.

Estate Planning Services to Help Protect Your Legacy and Loved Ones

Estate Planning Strategies as Part of a Comprehensive Financial Plan

Estate planning is an important component of comprehensive financial planning and multi-generational wealth management. At Petersmark Financial Network, LTD, our fiduciary financial advisors help clients coordinate estate planning strategies designed to align with their personal wishes, family goals, and long-term legacy objectives. Effective estate planning can help provide greater clarity regarding the transfer of assets while supporting your broader financial plan.

Our relationship-based approach includes reviewing beneficiary designations, asset ownership structures, trust and estate planning considerations, wealth transfer objectives, charitable giving goals, and legacy planning strategies. We work collaboratively with attorneys, tax professionals, and other trusted advisors to help ensure estate planning decisions are considered within the context of your overall financial situation.

A common question is, "Why is estate planning important?" Estate planning can help individuals and families organize their affairs, communicate their intentions, and prepare for future financial transitions. Whether you are a high-net-worth family, business owner, retiree, or professional seeking long-term financial planning guidance, estate planning can play an important role in preserving wealth, supporting loved ones, and helping create a meaningful financial legacy.

Estate Planning FAQs

What is estate planning?

Estate planning is the process of organizing the legal, financial, and personal decisions that affect how assets may be managed and transferred during life and after death. It often includes wills, trusts, powers of attorney, beneficiary designations, and legacy planning strategies.

Why is estate planning important?

Estate planning can help provide clarity regarding financial and personal wishes, support efficient asset transfer, and help ensure important decisions are documented. It is an important part of a comprehensive financial strategy for many individuals and families.

Do I need an estate plan if I am not wealthy?

Yes. Estate planning is not limited to high-net-worth individuals. Many people benefit from having key documents in place to address healthcare decisions, financial responsibilities, guardianship concerns, and the distribution of personal assets.

What is the difference between a will and a trust?

A will outlines instructions for distributing assets and addressing certain matters after death, while a trust is a legal arrangement that can provide additional control over how assets are managed and distributed. The appropriate solution depends on individual circumstances and goals.

How often should estate planning documents be reviewed?

Estate planning documents should generally be reviewed every few years and after major life events such as marriage, divorce, the birth of a child, relocation, inheritance, or significant changes in financial circumstances.

Can a financial advisor help with estate planning?

A financial advisor can help coordinate estate planning strategies with broader financial goals and work alongside legal and tax professionals to address wealth transfer, legacy, beneficiary, and family planning considerations.

What documents are commonly included in an estate plan?

Common estate planning documents may include a will, trust, durable power of attorney, healthcare directive, and beneficiary designations. Specific documents vary based on an individual's goals, family situation, and legal needs.

What is legacy planning?

Legacy planning focuses on the financial, personal, and philanthropic impact you want to leave for future generations. It often includes discussions about family values, wealth transfer strategies, charitable giving, and long-term financial stewardship.

How do beneficiary designations affect estate planning?

Beneficiary designations on retirement accounts, insurance policies, and certain financial accounts can influence how assets are transferred. Reviewing these designations regularly can help ensure they remain consistent with overall estate planning goals.

When should I begin estate planning?

Estate planning can be beneficial for adults at virtually any stage of life. Establishing foundational documents early and updating them over time can help address changing family, financial, and personal circumstances.

Investment Management Services for Long-Term Wealth Growth and Preservation

Goals-Based Investment Management Aligned with Your Financial Plan

Investment management is about more than selecting investments. At Petersmark Financial Network, LTD, our fiduciary financial advisors provide personalized investment management services designed to align your portfolio with your financial goals, risk tolerance, time horizon, and overall financial plan. We take a disciplined, goals-based approach that focuses on helping clients make thoughtful investment decisions while maintaining a long-term perspective through changing market conditions.

Our investment management process begins with understanding your unique objectives and financial circumstances. We evaluate asset allocation, diversification, portfolio construction, and ongoing investment monitoring to develop strategies tailored to your needs. Whether you are an affluent individual, high-net-worth family, business owner, executive, or retiree, we create investment strategies that work alongside your comprehensive financial planning and wealth management goals.

Many investors wonder, "How does a financial advisor help manage investments?" A trusted financial advisor can provide objective guidance, help align investments with specific goals, monitor portfolio performance, and recommend adjustments as life circumstances evolve. Through ongoing communication and personalized financial advice, our team helps clients stay focused on their long-term objectives while integrating investment management with retirement planning, tax-efficient planning, and wealth preservation strategies.

Investment Management FAQs

What is investment management?

Investment management is the professional process of creating, monitoring, and adjusting an investment portfolio based on an individual's goals, risk tolerance, time horizon, and financial circumstances. It typically involves ongoing portfolio oversight and strategic decision-making.

How does a financial advisor manage investments?

A financial advisor evaluates your financial goals and risk profile, develops an appropriate investment strategy, selects investments, and monitors portfolio performance over time. Adjustments may be made as market conditions or personal circumstances change.

Why is diversification important in an investment portfolio?

Diversification is a strategy that spreads investments across different asset classes and sectors to help manage risk. While diversification cannot eliminate investment risk or prevent losses, it may help reduce the impact of poor performance from any single investment.

How often should my investment portfolio be reviewed?

Most portfolios benefit from regular reviews, often at least annually, and more frequently during significant life changes or shifts in financial goals. Ongoing monitoring helps ensure the portfolio remains aligned with your objectives and risk tolerance.

What is asset allocation in investing?

Asset allocation refers to how investments are divided among categories such as stocks, bonds, and cash equivalents. The allocation is typically based on factors including financial goals, investment timeline, and comfort with market risk.

Can a financial advisor help during market volatility?

Yes. A financial advisor can provide perspective during periods of market uncertainty, review whether your portfolio remains aligned with your goals, and help you make informed decisions based on your long-term strategy rather than short-term market movements.

What should I consider when choosing an investment strategy?

Key considerations include your financial goals, time horizon, liquidity needs, tax situation, and tolerance for risk. An investment strategy should reflect your unique circumstances and be flexible enough to adapt as your life evolves.

What is the difference between active and passive investing?

Active investing involves ongoing security selection and portfolio adjustments in an attempt to achieve specific objectives, while passive investing seeks to track the performance of a market index. Each approach has different characteristics, costs, and potential risks.

How does investment management fit into a financial plan?

Investment management is typically one component of a broader financial plan. Investment decisions are often coordinated with retirement planning, tax strategies, cash flow needs, and long-term financial objectives to support an overall financial strategy.

When should I work with a professional investment manager?

Individuals often consider professional investment management when their financial situation becomes more complex, their investable assets grow, or they prefer professional guidance in developing and maintaining a long-term investment strategy.

Retirement Planning Services for a Confident Financial Future

Retirement Planning and Retirement Income Strategies Tailored to Your Goals

Retirement planning involves much more than determining when to stop working. At Petersmark Financial Network, LTD, our fiduciary financial advisors help clients develop comprehensive retirement planning strategies designed to support their desired lifestyle, financial priorities, and long-term goals. Whether you are approaching retirement, already retired, or planning decades in advance, we help create a personalized roadmap for your retirement journey.

Our retirement planning process addresses key areas including retirement income strategies, investment management, Social Security considerations, tax-efficient withdrawal strategies, healthcare planning, and long-term cash flow needs. By coordinating these important financial planning elements, we help clients better understand their retirement options and make informed decisions based on their individual circumstances.

Many people ask, "How much do I need to retire comfortably?" The answer depends on factors such as lifestyle goals, expected expenses, income sources, investment assets, inflation, and longevity considerations. Through comprehensive retirement planning and personalized financial advice, our CFP® professionals help clients evaluate their readiness for retirement, identify potential gaps, and develop strategies designed to support financial independence throughout retirement.

Retirement Planning FAQs

How much money do I need to retire?

The amount needed for retirement depends on factors such as lifestyle goals, expected expenses, healthcare costs, retirement age, and income sources. A retirement plan can help estimate future needs and evaluate whether current savings are aligned with those goals.

When should I start retirement planning?

Retirement planning can begin at any age, but starting earlier generally provides more time to save, invest, and adjust strategies as circumstances change. Even individuals approaching retirement can benefit from developing a structured retirement plan.

What does a retirement plan include?

A retirement plan often includes retirement income projections, savings strategies, investment considerations, Social Security analysis, healthcare planning, tax considerations, and spending projections designed to support long-term financial needs.

How can a financial advisor help with retirement planning?

A financial advisor can help assess retirement readiness, estimate future income needs, evaluate savings opportunities, and develop strategies tailored to your specific goals and timeline. Ongoing reviews can help keep the plan current as life evolves.

What are the biggest retirement planning mistakes to avoid?

Common mistakes include underestimating expenses, delaying savings, overlooking healthcare costs, failing to account for inflation, and not reviewing a retirement strategy regularly. A comprehensive approach can help identify and address potential challenges.

How does inflation affect retirement planning?

Inflation reduces purchasing power over time, which can increase the cost of living throughout retirement. Retirement planning often accounts for inflation when projecting future expenses and evaluating long-term income needs.

When can I begin collecting Social Security benefits?

Individuals can generally begin claiming Social Security retirement benefits as early as age 62, although eligibility and benefit amounts vary. The timing decision should be evaluated within the context of an overall retirement income strategy.

What is retirement income planning?

Retirement income planning focuses on creating a strategy for generating income from retirement accounts, investments, pensions, and other sources. The objective is to coordinate available resources to help support spending needs throughout retirement.

How often should I review my retirement plan?

Retirement plans should typically be reviewed annually and whenever significant changes occur, such as retirement, changes in health, employment transitions, or shifts in financial goals. Regular reviews help keep assumptions and strategies up to date.

Is retirement planning different for business owners?

Yes. Business owners often face additional considerations such as succession planning, business valuation, retirement plan options, and tax-efficient exit strategies. Retirement planning can help integrate these factors into a broader long-term financial strategy.

Tax Planning Services Focused on Tax-Efficient Financial Strategies

Tax-Efficient Planning Integrated with Financial Planning and Wealth Management

Tax planning is a critical component of comprehensive financial planning and wealth management. At Petersmark Financial Network, LTD, our fiduciary financial advisors help clients evaluate tax-efficient planning opportunities that align with their financial goals and overall strategy. By considering the tax implications of financial decisions, investors can gain a more complete understanding of how taxes may impact their long-term financial plans.

Our tax planning process examines areas such as investment management, retirement income planning, charitable giving strategies, asset location considerations, and tax-efficient withdrawal approaches. We work closely with clients and their tax professionals to help ensure financial planning decisions are coordinated across multiple aspects of their financial lives. Our goal is to provide education and guidance that helps clients make informed choices while maintaining a long-term perspective.

Many people ask, "What is tax-efficient financial planning?" Tax-efficient financial planning involves evaluating strategies that may help improve the coordination between taxes, investments, retirement planning, and estate planning. By incorporating tax considerations into a broader financial planning framework, individuals and families can better understand potential opportunities and create a more integrated approach to pursuing their long-term financial goals.

Tax Planning FAQs

What is tax planning?

Tax planning is the process of evaluating financial decisions with consideration for their potential tax implications. The goal is to develop strategies that support overall financial objectives while remaining consistent with current tax laws and regulations.

What is the difference between tax planning and tax preparation?

Tax preparation focuses on completing and filing tax returns, while tax planning is a proactive process that looks ahead to identify opportunities and considerations that may affect future tax outcomes. The two services often complement one another.

Why is tax planning important?

Tax planning can help individuals and families better understand how financial decisions may affect taxes over time. Integrating tax considerations into a broader financial plan may improve coordination between investments, retirement planning, and wealth transfer strategies.

Can a financial advisor help reduce taxes?

A financial advisor can help identify tax-efficient planning opportunities and coordinate strategies with qualified tax professionals. Recommendations are typically tailored to an individual's financial situation, goals, and applicable tax rules.

What is tax-efficient investing?

Tax-efficient investing involves considering the potential tax impact of investment decisions, including asset location, investment selection, and withdrawal strategies. The objective is to align investment decisions with broader financial and tax planning goals.

How does retirement planning affect taxes?

Retirement planning often includes evaluating the tax treatment of retirement accounts, future income sources, withdrawal strategies, and required distributions. Tax considerations can play an important role in retirement income planning.

When should I start tax planning for retirement?

Tax planning is often most effective when it begins well before retirement. Early planning may provide more flexibility to evaluate savings strategies, account types, and future income distribution considerations.

What are common tax planning strategies for high-income earners?

Depending on individual circumstances, tax planning may include reviewing retirement contributions, charitable giving strategies, investment tax considerations, business planning opportunities, and wealth transfer objectives. Professional guidance can help evaluate available options.

How often should a tax plan be reviewed?

Tax planning strategies should generally be reviewed annually and whenever there are significant changes in income, investments, business ownership, family circumstances, or tax laws that could affect financial decisions.

Who benefits from tax planning services?

Tax planning can be valuable for professionals, executives, business owners, retirees, high-net-worth families, and individuals with complex financial situations. Anyone seeking to better understand the tax implications of financial decisions may benefit from a proactive planning approach.

Welcome to PFN

Goals-Based

Educational

Independently Driven

Applying a Deep Understanding

To Your Unique Circumstances

Your Trust Is Our Most Valuable Asset

At PFN, We Will Always Treat It As Such

A Knowledgeable Team Committed to Helping You Pursue Your Dreams

Meet Your Team at PFN

Brett Petersmark

Founder, President, RIH, and Fiduciary

P: (734) 372-7191

F: (734) 372-7190

E: brett.petersmark@lpl.com

Justin Petersmark, CFP®

financial advisor, CFP®

P: (734) 372-7191

F: (734) 372-7190

E: justin.petersmark@lpl.com

Courtney Leszczynski

Client Services office manager

P: (734) 372-7191

F: (734) 372-7190

E: courtney.petersmark@lpl.com

Drake Reid

Client Services Administrator

P: (734) 372-7191

F: (734) 372-7190

E: drake.reid@lpl.com

Client Services Assistant

P: (734) 372-7191

F: (734) 372-7190

Graziella Bellucci

CFO

Maddie Thomas

MARKETING CONSULTANT

Experience a Hands-On Approach to Financial Guidance

No Matter Your Stage in Life, It All Starts With Building a Solid Plan

Our PFN Planning Process

1

Step One:

Examine and Understand Your Current Financial Situation

2

Step two:

Educate and Discuss Your Risk Number

3

Step three:

Develop Your Financial Goals

4

Step four:

Complete an Analysis

5

Step five:

Discuss and Review Your Gaps

6

Step six:

Provide Recommendations

7

Step seven:

Implement

8

Step eight:

Review and Update

Now Is the Time To Take Steps Toward Building the Life You Want

Comprehensive Financial Planning Services with a Fiduciary Financial Advisor

Personalized Comprehensive Financial Planning Designed Around Your Goals

Comprehensive Financial Planning FAQs

What is comprehensive financial planning?

Do I need a comprehensive financial plan if I already have investments?

When should I start working with a financial advisor on a financial plan?

What does a financial advisor review in a comprehensive financial plan?

How often should a comprehensive financial plan be updated?

What are the benefits of comprehensive financial planning?

Is comprehensive financial planning only for high-net-worth individuals?

How does comprehensive financial planning help with major life changes?

What is the difference between financial planning and wealth management?

How do I choose the right financial advisor for comprehensive financial planning?

Estate Planning Services to Help Protect Your Legacy and Loved Ones

Estate Planning Strategies as Part of a Comprehensive Financial Plan

Justin Petersmark, CFP^®

financial advisor, CFP^®