Peter J Navaretta - Senior Wealth Advisor - LPL Financial, Inc.

Peter J Navaretta - Senior Wealth Advisor - LPL Financial, Inc. At the Investment Planning Group, we focus on you and your unique set of financial circumstances.

Investment Planning Group, located in Stuart, FL, was founded in 2008 with the mission to help people pursue financial independence, a successful retirement, and a lasting legacy. At IPG, we utilize a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course.

Why not!! 😂AI is pretty cool & scary at the same time
02/08/2026

Why not!! 😂
AI is pretty cool & scary at the same time

This is IMPORTANT!! If you are a HCE in a 401k plan & the advisor servicing your plan has not mentioned this, make sure ...
02/07/2026

This is IMPORTANT!! If you are a HCE in a 401k plan & the advisor servicing your plan has not mentioned this, make sure you ask them!

📢 Important update for high earners contributing to a 401(k):
Starting in 2026, if you're 50+ and considered a highly compensated employee, your catch-up contributions must be made as Roth (after-tax), or not at all.

👉 If your 401(k) plan doesn't allow Roth contributions, you won’t be able to make catch-ups unless the plan is updated.

This change under the SECURE 2.0 Act could affect your retirement planning in a big way. Not sure if this applies to you or your plan?

🤝 Contact us for personalized guidance.

📞 (772) 233-4315
📧 [email protected]
📍 740 SE Indian St, Stuart, FL 34997

‼️‼️IMPORTANT
02/07/2026

‼️‼️IMPORTANT

💡 Did you know?

Putting your home in the name of a trust actually changes the ownership in the eyes of your insurance policy.

If you’ve recently added a trust to your home or auto, make sure to let your agent know so you’re properly insured and avoid any coverage surprises. ✔️

A quick update now can save big headaches later!

04/22/2025

LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.

04/07/2025

LPL Research explores the administration's new trade policies and provides five key tariff takeaways from "Liberation Day."

04/01/2025

LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements.

03/24/2025

LPL Research discusses the Fed's approach to economic uncertainties, inflation, and adjustments to balance sheet runoff.

03/24/2025

LPL's Weekly Market Performance for the week of March 17, 2025, highlights the March Fed meeting, international headlines, and bond market moves.

03/17/2025

LPL Research explores the market correction, what signals imply selling may be over, and why solid fundamentals should provide a backstop from a bear market.

03/10/2025

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.

Address

740 SE Indian Street
Stuart, FL
34997

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17722334315

Website

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