Margaret (Peggy) Ehrhart, RICP®

Financial Advisor
mehrhart@financialguide.com

Office: (516) 327 6758

My Mantra: "The FUTURE of one's Money, Retirement, and Legacy is determined by how it is prepared for TODAY!” 

Being prepared is a powerful tool. Peggy has been helping her clients prepare for financial security for over 25 years. She provides comprehensive advice that are designed to achieve her clients' lifestyles. Peggy not only works with her clients to design financial strategies that help them achieve their financial goals, but she also works with her clients to make sure they feel confident in their decisions. 

Peggy's one-on-one custom approach is designed to give her clients the resources and support that help set the foundation for preserving wealth and financial legacy. She answers pressing financial questions most of us have: 

1. Can I afford to retire?

2. Am I saving enough for retirement?

3. What short‑ and long‑term investment approaches are typically considered when planning for retirement income?

  1. 4. How do I set up my estate so my heirs will receive my assets and be protected?

 

 

Peggy earned her Retirement Income Certified Professional (RICP®) designation to help individuals who are at or near retirement- build a plan designed to help them meet their retirement income and financial goals throughout their nonworking years and manage the many risks they may face. Peggy offers a wide range of professional services:

  • Retirement Funding Strategies
  • Retirement Distribution Strategies
  • Estate Conservation Strategies
  • Investment Management
  • Education Funding Strategies
  • Protection Planning
  • Cash Flow Analysis
  • Wealth Management
  • Solutions for Businesses
  • Medicare Supplement Plans: Medicare Advantage, Prescription Drug Coverage

 

ABOUT ME:

  • Graduated from Bentley College with a Bachelor of Science in Marketing Management. 
  • Favorite book: Thinking Grow Rich by Napolean Hill
  • Part of Tony Robbins's Mastery Program 
  • Loves to go to the gym and spend time with her 3 boys; Mako- her Japanese Shiba Inu, Teddy- her Maltese Poodle, and Brendan - her Son. 

 

 

                                                       

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Peggy and her Son, Brendan! 

 

Peggy invites you to contact her at mehrhart@financialguide.com, call her office, at (516) 327-6758, or explore her online resource to learn more about her and the services she provides.

To schedule, an appointment click here!