It's what we don't know that could hurt us - make sure you're leaving nothing to chance. Use the Peterson Financial Group 4-Step Evaluation Process to make informed financial decisions to help you meet your goals and dreams. Determine if you are using your income sources properly and in the most tax-efficient way.
Assess your risk and know your numbers to make sure you're comfortable with the current exposure. Establish a plan to transition to your assets to your loved ones in the most efficient way possible. When we're through, you'll have a written investment plan to guide you on your way and refer back to whenever needed.
Assess your risk and know your numbers to make sure you're comfortable with the current exposure. Establish a plan to transition to your assets to your loved ones in the most efficient way possible. When we're through, you'll have a written investment plan to guide you on your way and refer back to whenever needed.
Services
At Peterson Financial Group, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investment and insurance products and services, to help you address your financial needs and concerns.
The team behind Peterson Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. As founder of Peterson Financial Group, Eric has dedicated more than 21 years of his life to educating and assisting retirees and pre-retirees of central Iowa on how to plan for and protect their financial future.
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future. What's a simple way to make your financial planning better? Today we are going to discuss some easy steps you can take to improve your financial plan.
It's never too late to take the first step or get a second opinion on your financial strategy. It is important to feel you have control over your future. At Peterson Financial Group, we can help you develop a strategy to keep you on the path to your goals. Contact us today to schedule a no-obligation visit by calling us at 515-226-1500 or emailing us at info@petersonfg.com.
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