Retirement incomethat lasts a lifetime.
Peterson Wealth helps people like you retire with clarity, confidence, and fulfillment.
Calculate Your Retirement Readiness*Regulatory assets under management as of 12/31/2025, per Form ADV.
With$1millionormoreinretirementsavings,youCANhaveretirementincomethatlastsalifetime!
Retirement. You've worked hard your whole life for this moment and accumulated a sizeable nest egg of $1 million or more. But will your retirement savings last the rest of your life? At Peterson Wealth Advisors, we have good news for you. With our Perennial Income Model™, the answer is yes!
Shannon & Julie and Evan & Holly share their stories of how Peterson Wealth's Perennial Income Model™ gives them peace of mind.
Statements are from current Peterson Wealth Advisors clients. No compensation was provided for these testimonials. Individual experiences vary and are not a guarantee of future results.
Read all reviewsWelcome to Your One-Stop Retirement Shop
Retirement. You’ve worked hard your whole life for this moment.
And while you’re looking forward to travel, service, and the time with grandchildren you’ve talked about with your spouse for so long, there are some lingering questions…
Will the savings you’ve accumulated be enough?
Will your money last as long as you do?
At Peterson Wealth, we have some good news for those who have spent their working lives diligently building a nest egg of $1 million or more. With our Perennial Income Model™, the answer is yes!
Retirement income, powered by The Perennial Income Model™
Your retirement plan begins and ends with The Perennial Income Model. It informs all decisions related to your fulfilling retirement.
Your Fulfilling Retirement
- Spend with confidence
- Enjoy time with your family
- Serve your community
- The Perennial Income Model™Your retirement plan begins and ends with The Perennial Income Model. It informs all decisions related to your fulfilling retirement.
- Social Security & PensionsDecide when to claim Social Security · Create lasting income · Keep pace with inflation
- Investment ManagementGrow and protect your savings · Proper asset allocation · Held to a fiduciary standard · Access plan performance 24/7
- Tax PlanningHave annual tax return prepared · Maximize charitable giving tax benefit · Conduct annual tax planning consultation · Reduce taxes over the long term
- Medicare & Health InsuranceApply for Medicare · Pre-Medicare insurance planning · Fund long-term care or disability
- Legacy & Estate PlanningProvide advice when life’s uncertainties happen · Protect and provide for spouse and heirs · Estate plan creation and updates · Educate you and your family
With the Perennial Income Model™, many of our clients find that they not only have enough to provide income that lasts their entire retirement…they have enough to leave a meaningful legacy too.
Learn More About the Perennial Income Model™Where are you in your retirement process?
Pick the door that sounds like you, the plan starts there.
Case Study #1
Approaching Retirement
After working and saving for years, Jennifer is thinking about retirement. But she feels lost on where to start.
Questions we answer:
- Do I actually have enough?
- When should I claim Social Security?
- How do I turn savings into a paycheck?
Case Study #2
Transitioning to Retirement
Will and Olivia are preparing to sell their business as they shift into retirement. They're excited, but don't feel fully prepared.
Questions we answer:
- How do I replace my paycheck?
- What do I do with the 401(k)?
- How do I keep taxes from taking a bite?
Case Study #3
Currently Retired
Gary and Linda are currently retired. But they're starting to worry they may outlive their savings.
Questions we answer:
- Will my money outlast me?
- Am I paying more tax than I need to?
- Is my portfolio still right for my age?
*Disclaimer: The above case studies are hypothetical in nature. They do not directly represent Peterson Wealth Advisors clients, nor do they guarantee specific results.
“Behind the Book: The New Edition of Plan on Living, a Conversation with Scott Peterson”
Speaker: Scott Peterson, ChFC®
Work with us: Our 3-step process
Our service always begins with a complimentary consultation. We are focused on long-term relationships with our clients, not short-term transactions.
Schedule a CallSchedule a 15-minute retirement consultation
This is a quick call to determine if we are a good fit. Bring any questions you may have. If you're not sure what to ask, don't worry, we'll guide the conversation.
Attend your Retirement Income Strategy Session
If it makes sense for both of us, then we'll schedule a longer consultation to discuss your retirement income plan. There is no cost and no obligation.
We’ll answer 3 main retirement questions:
- What amount of income can I expect in retirement?
- How can my tax bill be reduced?
- How can my investments be improved?
Get your custom retirement income strategy
We are focused on long-term relationships with our clients, not short-term transactions. We want to make sure you feel like we are a good fit to work together for years to come.
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Get answers to common questions.
At Peterson Wealth Advisors, we believe in transparency. If you have a question, especially about retirement, we're here to answer it.
We’re best suited to work with those approaching, or already in retirement. Typically, our clients have a minimum of $1,000,000 in investable assets and are looking to secure a reliable stream of income throughout retirement and are looking to create a legacy for their families.