Peter Truong, The Piedmont Group

09/24/2025

Life insurance is a key way to protect your family and make sure they’re financially cared for should the unexpected happen to you. I can talk through your options and help you
find the right fit.

09/22/2025

Only about 50% of small business owners have started creating a written succession plan. Don’t risk the future of your business. Let’s build a smart exit plan together. Contact me today.
Source: MassMutual Business Owner Perspectives Study, 2025

09/17/2025

09/08/2025

Thinking of retiring or selling your business someday? Start exit planning now to maximize value, minimize taxes, and ensure a smooth transition. Contact me to learn more.

08/27/2025

Starting your own business can be a powerful way to build wealth and create a legacy. If you’re ready to take the leap, let’s talk about how I can help.

08/25/2025

The One Big Beautiful Bill Act has made major tax relief permanent for over 26 million small businesses. Read our blog and learn how deductions, R&D breaks, and gig rule rollbacks could make a difference for your business.
https://bit.ly/45Y8UoW

08/20/2025

Working with MassMutual means working with one of the fastest-growing broker dealers. Join us in leading the future of financial services.

08/20/2025

It’s never too early to start planning for the growing cost of college. Let’s set up time to talk about how a combination of savings, income, and loans can be an answer for you. Also, check out this reference to learn more: https://bit.ly/45BFJJn

07/28/2025

Mitigate risk today for peace of mind tomorrow. With a solid plan that includes risk mitigation, you can be confident that you’re well-positioned to face whatever comes your way. Contact me today and let’s get started.

07/23/2025

Real estate can be a valuable asset for passing down wealth. Discover the pros and cons of owning property — then let’s chat about how real estate fits into your plans.
https://bit.ly/46YnK0t

07/21/2025

Life is unpredictable—that’s why smart financial planning includes risk mitigation. Contact me and let’s create a plan that protects what you’ve built and stands the test of time.