Your Retirement How-To Guide

Presenter

About the Author

Tom Challis

Associate Advisor

Tom is one of our Associate Advisors at Peterson Wealth Advisors. Tom graduated from Utah Valley University where he studied Personal Financial Planning.

Ready for a conversation?

Schedule a call with one of our financial advisors.

Schedule A Call

Sign up for our mailing list and receive latest news and updates direct to your inbox.

Home Who We Are Why Us What We Do Work With Us FAQ Learn Contact Serving Salt Lake City Serving Provo Serving Utah County Serving Lehi Serving American Fork

801.225.0000

info@petersonwealth.com

Orem, UT 84057

Client Login

Free Consultation

Privacy Policy | Form ADV Part 2A | Client Relationship Summary

Advisory services offered through Peterson Wealth Advisors, an SEC Registered Investment Adviser. Scott M. Peterson, Jeffrey D. Lindsay, Alex P. Call, Daniel M. Ruske, Carson Johnson, and Alek Johnson are Investment Advisor Representatives of Peterson Wealth Advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Your Retirement How-To Guide

Presenter

Table of contents

Tom Challis

Ready for a conversation?