Margaret (Peggy) Ehrhart, RICP®

Financial Advisor
mehrhart@financialguide.com


Peggy believes that being prepared is a powerful tool, and she has been helping her clients prepare for financial security for over 25 years. She provides objective advice that suits her clients’ lifestyles. She not only works with her clients to design financial strategies that help them achieve their financial goals, she also works to make sure they feel confident in their decisions. Peggy’s mantra is… "The FUTURE of one’s Money, Retirement and Legacy is determined by how it is Prepared for TODAY!

Peggy does not start off by presenting brochures and sales tools; she gets to know you first. She is interested in your well-being, life plans, aspirations, and long-term goals. She answers the pressing financial questions most of us have:

  • Can I afford to retire?
  • Will my savings last a lifetime?
  • What are the best long and short-term investment options that will provide me with income when I retire?
  • How do I set up my estate so my heirs will receive my assets and be protected?

Peggy’s face to face customized approach with her clients allows them to receive the resources and support that sets the foundation of preserving wealth and financial legacy. Peggy recently earned her Retirement Income Certified Professional (RICP®) designation to help individuals who are at or near retirement build a plan to ensure they 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, including Medicare Advantage, Prescription Drug Coverage

Peggy holds a Bachelor of Science degree from Bentley College in Marketing Management. She is a member of the National Association of Insurance and Financial Advisors, and a member of the Million Dollar Round Table – A professional network recognized as the standard of excellence in the life insurance and financial services business. Her son, Brendan, holds a Bachelor of Science degree from The University of Miami in Economics and Finance.

Peggy is an avid reader always learning from a professional and personal standpoint.  She is currently a student of Tony Robbins’ Life Coach program.  On her downtime Peggy loves to do Crossfit workouts and spend time with Mako, her Japanese Shiba Inu, and Teddy her Maltese Poodle.

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