Peter A. Mars, Financial Advisor, CMFA

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Peter A. Mars, Financial Advisor, CMFA Coaching those who serve in their pursuit of financial security

Estate planning isn’t just for billionaires. Join us for Share Your Love, a virtual learning event covering how a though...
09/18/2026

Estate planning isn’t just for billionaires. Join us for Share Your Love, a virtual learning event covering how a thoughtfully designed estate plan may help protect you and the people you care about most.

Event Details:
📅 Tuesday, September 22
🕐7 p.m. ET / 4 p.m. PT

Save your seat: https://bit.ly/4Af4Oah

Even as market conditions change, your investment approach should stay focused on your long-term goals. Join Invest with...
09/10/2026

Even as market conditions change, your investment approach should stay focused on your long-term goals. Join Invest with Confidence to learn how diversification, market risk, volatility, and professional portfolio oversight can influence financial decisions.

Event Details:
📅 Tuesday, September 15
🕐7 p.m. ET / 4 p.m. PT

Register today: https://bit.ly/4ykXs2U

Investing involves risk, including possible loss of principal. Diversification and asset allocation do not ensure a profit or protect against loss in declining markets.

Ready for retirement — or just starting to plan? Join our virtual learning series this fall to gain strategies for inves...
09/01/2026

Ready for retirement — or just starting to plan?

Join our virtual learning series this fall to gain strategies for investing confidently, generating retirement income, preparing for long-term care, and leaving a meaningful legacy for your family.

RSVP today: https://bit.ly/4iH4Xwx

The cost of long-term care is rising – and planning ahead matters. Join us for this week’s virtual learning event to exp...
06/19/2026

The cost of long-term care is rising – and planning ahead matters.

Join us for this week’s virtual learning event to explore coverage options, potential costs, and smart ways to prepare for the future.

Event Details:
📅 Thursday, June 25
🕐7 p.m. ET / 4 p.m. PT

Register today: https://bit.ly/3SSLMVF

How will you pay the bills when you retire? If you’re not sure how to answer that, we need to talk. I provide compliment...
06/08/2026

How will you pay the bills when you retire? If you’re not sure how to answer that, we need to talk. I provide complimentary financial plans for active duty service members, E-5+.

Writing down your goals increases the likelihood you'll see them through. And it’s as easy as picking up a pen.
06/08/2026

Writing down your goals increases the likelihood you'll see them through. And it’s as easy as picking up a pen.

Take control of your retirement income. Register for Smart Strategies for Retirement and learn practical steps you can b...
06/05/2026

Take control of your retirement income. Register for Smart Strategies for Retirement and learn practical steps you can begin today.

Event Details:
📅 Thursday, June 11
🕐7 p.m. ET / 4 p.m. PT

Sign up: https://bit.ly/4e1ZHQi

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get start...
05/28/2026

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get started.

Retirement planning goes beyond saving. Join our virtual learning series in June to learn more about long-term care, ret...
05/14/2026

Retirement planning goes beyond saving. Join our virtual learning series in June to learn more about long-term care, retirement income strategies, and estate planning essentials.

Register now: https://bit.ly/492hEN0

Address

10700 Richmond Avenue, Suite 300
Houston, TX
77042

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+18326324222

Website

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