Living off your assets for the rest of your life can be stressful when financial decisions are complex and the stakes are high. Retirement should be about doing the things you enjoy, not worrying about your financial security. We understand the complexity of investing and planning for retirement because we've guided hundreds of retirements over the past 30 years.
We help you create a customized plan to preserve your wealth and mitigate the impact of market risk, taxes and inflation. With your vision and our expertise, we can turn complexity into confidence. Peterson Wealth Management is an independent financial planning practice based in Clearwater, Florida.
We help you create a customized plan to preserve your wealth and mitigate the impact of market risk, taxes and inflation. With your vision and our expertise, we can turn complexity into confidence. Peterson Wealth Management is an independent financial planning practice based in Clearwater, Florida.
Services
Brian entered the financial services industry in 1984, shortly after graduating from St. Cloud State University in Minnesota with a Bachelor of Science degree in Finance and Economics. In 1991, he began to offer integrated financial and retirement planning. To bring his clients the best possible financial planning services, Brian became a CERTIFIED FINANCIAL PLANNER practitioner in 1993.
The CERTIFIED FINANCIAL PLANNER (CFP) credential is the gold standard for financial planners. It helps us to pull together all of the components of your financial life. Training covers planning for investments, taxes, retirement, estates, insurance, and education, as well as financial management. Thousands of hours of professional experience are required before a practitioner can use the CFP mark.
We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.
