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| Trendline Financial Solutions Information |
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| Peter Owen |
223 Parker Avenue
Phone: (516) 317 2860
URL: http://www.trendlinefinancialsolutions.com
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Peter B. Owen, ChFC, CLU, FLMI, CRSP, CISP
Peter B. Owen founded Trendline Financial Solutions in order to meet a demand he has seen for many years. %u201CI believe the overwhelming amount of financial information available, combined with an increasing number of individuals holding themselves out as financial advisors has actually confused the consumer. True financial planning requires a professional who has obtained the necessary academic education and professional credentials to be fluent in all areas of financial planning: Retirement, Investments, Insurance, Education Funding, Taxes, Estate Planning, & Employee Benefits, without being biased by attempting to sell products to the clients.%u201D
%u201CProfessionally, I believe in two things. First, I believe in providing service to my clients in a way that I would want to be served %u2013 with an emphasis on their concerns and problems. What I enjoy most about my job is the ability to get to know my clients; developing relationships that allow me to guide them through their financial lives.%u201D
%u201CSecond, I believe every person has a right to competent, objective financial advice at a fair price. Since I sell no financial products, all conflicts of interest regarding compensation are removed. I choose to offer my services on a Fee-Only, as-needed basis for all financial questions, big and small. There are no income or net worth minimums to meet in order to become a client, nor are there any long-term commitments by the client %u2013 services are as needed and requested.%u201D
Trendline Financial Solutions also works with individuals who may have never used a financial planner or who desire a second opinion regarding a financial decision.
Peter has been in the Financial Services industry for over 30 years. For the past 21 years, Peter represented Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401k plans. Such position included major exposure to or responsibility for Plan Design, Trust Investments, Performance Measurement, Securities Lending, Security Custody and Administration for these Plans.
His Professional Designations, noted by the Initials after his name, include:
Chartered Financial Consultant (Financial Planning) %u2013 American College
Chartered Life Underwriter (Insurance Planning) %u2013 American College
Fellow Life Management Institute (Insurance Planning) %u2013 Life Office Management Association
Certified Retirement Services Specialist (Retirement Planning) %u2013 American Bankers Association
Certified IRA Services Specialist (IRAs) %u2013 American Bankers Association
Peter received his BA in Economics from Fairfield University in Connecticut.
Anyone who is interested may request an initial %u201CGet Acquainted%u201D meeting, at no charge, to ensure the right fit for their needs. Peter feels strongly that a relationship with your financial planner should be chosen as carefully as other personal caregivers in your life. You are invited to call you may need assistance, whether you need a comprehensive financial plan, a financial check-up, investment advice, or a specific financial question answered.
Trendline Financial Solutions is not registered with the U.S. Securities and Exchange Commission (not necessary due to less than $25 million of assets under management). Rather, the Firm is registered ( IARD # 150378) with the New York State Attorney General%u2019s Office as required by Law.
Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY |
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