About Us

Our Difference

Peter Glassberg has dedicated his career to helping individuals and families build greater financial confidence through education, integrity, and personalized financial strategies. Drawing on 20 years of service in the United States Air Force, his experience as a Volunteer Income Tax Assistance tax preparer, and his commitment to financial education, Peter has built his practice around one core principle: helping people understand how to eliminate unnecessary risk, fees, and taxes so they can keep more of what they earn.  

Throughout his military career, Peter learned the importance of preparation, discipline, and operating within structured systems where small details can have a lasting impact. Today, he applies those same principles to financial planning, helping families move beyond traditional retirement strategies by understanding how market risk, hidden fees, and future tax liabilities can affect their long-term financial security. Rather than relying on one-size-fits-all solutions, Peter works closely with clients to develop strategies that align with their unique goals, values, and vision for the future.

Peter's client-first philosophy is rooted in the Air Force values of Integrity First, Service Before Self, and Excellence in All He Does. Rather than focusing on financial products alone, he is committed to educating clients, helping them understand how their money works, identify opportunities to reduce unnecessary risk, fees, and taxes, and make informed decisions with greater confidence.

His mission remains simple:

Our Core Philosophy: ERFT

Eliminate - Risk - Fees - Taxes

In the ever-changing landscape of financial planning, it’s critical to adapt and make choices that ensure your wealth is both protected and growing steadily. That’s where ERFT comes in. Through a combination of tailored, tax-free financial strategies, we help you:

Eliminate Risk

Safeguard your wealth from market downturns and economic uncertainty.

Eliminate Fees

Say goodbye to hidden fees that erode your investment returns.

Eliminate Taxes

Use strategies that allow your wealth to grow tax-free, ensuring you keep more of what you’ve earned.

Our approach is designed to provide you with a secure, sustainable way to grow your wealth, ensuring peace of mind for both you and your family.

A Legacy of Financial Education

Peter Glassberg's work is rooted in a lifelong commitment to service, education, and helping individuals and families make more informed financial decisions. After serving 20 years in the United States Air Force and spending eight years as a Volunteer Income Tax Assistance tax preparer, Peter saw firsthand how many hardworking families struggled to understand the long-term impact of taxes, market risk, hidden fees, and traditional retirement strategies on their financial future.

Those experiences inspired Peter to dedicate his career to educating families about smarter financial strategies. Guided by his ERFT philosophy—Eliminating Risk, Fees, and Taxes—he helps clients better understand how their money is structured while exploring strategies designed to reduce unnecessary financial obstacles, improve tax efficiency, protect wealth from market uncertainty, and create greater long-term financial security.
Today, Peter is committed to providing education before recommendations. Rather than simply offering financial products, he helps clients gain the knowledge, clarity, and confidence needed to make informed decisions, keep more of what they earn, and build a lasting legacy for the people and causes that matter most.

What We Offer

We offer more than just financial strategies, we provide a roadmap to help you take control of your financial future. Here’s how we can help you:

Financial Literacy and Education

Personalized Financial Plans

Risk-Free Financial Strategies

Tax-Free Wealth Growth

The 1% Advantage: Learn What the Wealthiest Have Been Doing for Decades

The strategies we teach are the same ones the wealthiest individuals have been using for years to protect and grow their wealth. We’re not here to offer you cookie-cutter advice, our goal is to ensure that every client receives personalized support, making sure their financial plan reflects their unique aspirations.

When you prioritize financial literacy and educate yourself on tax-free growth strategies, you can empower your family and build a future that is both secure and fulfilling. Our approach is designed to help you make smart, informed decisions that align with your values and goals, and we’re here to guide you every step of the way.

How We Can Help:

The strategies we teach are the same ones the wealthiest individuals have been using for years to protect and grow their wealth. We’re not here to offer you cookie-cutter advice, our goal is to ensure that every client receives personalized support, making sure their financial plan reflects their unique aspirations.

When you prioritize financial literacy and educate yourself on tax-free growth strategies, you can empower your family and build a future that is both secure and fulfilling. Our approach is designed to help you make smart, informed decisions that align with your values and goals, and we’re here to guide you every step of the way.

Individuals & Families

Whether you’re planning for retirement, looking to secure your children’s future, or simply want to grow your wealth, we have personalized strategies to meet your needs.

Companies & Business Owners

We also offer corporate financial solutions to help businesses plan for the future and ensure their financial success.

Strategic Partnerships

We’re always open to building new partnerships that align with our mission of empowering individuals to achieve financial freedom.