At William Peterson Financial Planning, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our commitment is to help you work towards achieving all your financial goals and strive provide you with a worry free retirement.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our commitment is to help you work towards achieving all your financial goals and strive provide you with a worry free retirement.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Endeavor to know and understand your financial objectives and then provide you with the highest quality information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. Provide frequent and consistent contact with our clients to educate and inform them so that proper decisions can be made going forth.
William Peterson believes that money is a tool to enjoy life rather than life being all about money. His mission is to create a financial environment for his clients wherein they can enjoy their lives regardless of good or bad economies or good or bad health.
He tries to give them the financial freedom to realize their dreams: college for the kids, paying off the mortgage, a stress free retirement that ensures the money will be there when his clients need it.Mr. Peterson is a Series 65 Investment Advisor Representative for Brookstone Capital Management LLC.
He tries to give them the financial freedom to realize their dreams: college for the kids, paying off the mortgage, a stress free retirement that ensures the money will be there when his clients need it.Mr. Peterson is a Series 65 Investment Advisor Representative for Brookstone Capital Management LLC.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Reviews
Be the first to review William Peterson Financial Planning.
Write a Review
