Retirement Planning Services
At Peterson Wealth, we do one thing: manage wealth for retirees with $1M or more so they have the income they need for the rest of their lives.
Our services
The Perennial Income Model™
Your retirement plan begins and ends with The Perennial Income Model™. It informs all decisions related to your fulfilling retirement.
Learn moreSocial Security & Pensions
Taking Social Security and pensions at the proper time affects the taxes you pay, the accounts you draw from, and how your money should be invested.
Learn moreInvestment Management
We don’t guess or time the market. Our investment strategy matches your current investments with your future income needs, held to a fiduciary standard.
Learn moreTax Planning
Most tax preparers solve this year’s return. We recognize and create tax-saving opportunities five, ten, even twenty years down the road.
Learn moreMedicare & Health Insurance
Whether you’re 65+ looking for the best Medicare supplement or under 65 looking to cut insurance costs, we help you plan for future healthcare needs.
Learn moreLegacy & Estate Planning
We help you establish beneficiaries, protect your loved ones, and maximize your legacy, working with your estate planning attorney or recommending one.
Learn moreYou receive all of this value for one transparent quarterly fee.
What we do NOT do:
- Sell annuities
- Receive commissions
- Chase last year’s winners
- Leave you to “figure it out” on your own
- Charge hidden fees
- Try to time the market
Start your plan today
With the CERTIFIED FINANCIAL PLANNER™ professionals at Peterson Wealth Advisors guiding you throughout your retirement, you can experience the security of lasting income and enduring wealth.