Pegge Cowan Barrier is a Financial Advisor with 21st Century Financial, specializing in a holistic approach to financial wellbeing for her clients and a concentration on unique strategies within asset allocation, tax leveraging and lifetime income planning. A priority in Pegge’s practice focuses on protection of her client’s families and assets by offering a varied mix of products and services by taking a macroeconomic view on financial decision making.
• Retirement Strategies
• College Funding
• Life Insurance
• Income Protection Insurance (Disability Insurance)
• Long Term Care Insurance
• Business Overhead Expense
• Buy/Sell Agreements
• Key Man Policies
• Comprehensive Employer Benefits Package Development
Prior to becoming a Financial Advisor, Pegge had a successful 17-year career as a Project Manager for a Fortune 250 corporation. Pegge utilizes her vast experience in Project Management to her client’s benefit, by managing the most important project in their lives – the protection, preservation and growth of their family’s financial security and well-being.
Pegge is a sixth generation Floridian, and a graduate of the University of South Florida. When not working, Pegge enjoys traveling, reading and being a “Baseball Mom”. Pegge is the proud mother of a thirteen year old son and has been happily married to her husband, Alan, for over 18 years.