High Net Worth Clients


Financial Independence also brings additional areas of concern.  Instead of getting easier, life can become more complex.  It can be a challenge to develop a disciplined financial strategy that addresses all areas of impact without a centralized appproach.  That's where Petra Benefits Financial Services comes in.   Do you need a Will or a Trust, or a Family Partnership?


We function as the "coach" of your financial team, incorporating specific expertise from your CPA and Estate Attorney to create a cohesive financial strategy.