We enable successful retirements.

I do not want clients to worry about money. I want them to know that they have a sound, intelligent, goal-based retirement plan that is designed to withstand the test of time. As we implement the plan and manage the details, we hope that clients can concentrate on enjoying their retirement and not be concerned about their finances.

We specialize in all retirement issues, therefore, we do more than just investments. We coordinate a total retirement plan for our clients and we help them stick with that plan throughout their retirement experience. We take care of our clients, this is not a once-and-done shop, we are in continual contact with our clients as we help them improve their lives.

I got into this business because I like working with people and then I found that I really liked working with retirees. They have had money invested for decades prior to retiring and they have learned a thing or two from their experiences. I get a tremendous amount of satisfaction collaborating with clients as we consider their retirement income needs. Creating, implementing and then managing carefully crafted financial plans through the various stages of retirement is very gratifying.

I have seen a lot over the last three decades as I have helped numerous clients through almost every conceivable circumstance. Managing money during retirement is much more challenging than accumulating money for retirement. For accumulators, market volatility is your friend as you systematically contribute to a 401K. However, market volatility can be devastating when it comes to distributing retirement assets if investments are not allocated and distributed properly. Only a goal-based retirement income plan will provide you the results that you will need to maintain a lifetime of retirement income. Therefore, we have created the Perennial Income Model™ to help you reach your goals.

We are expert retirement income planners. We build a plan based upon a client’s goals and then we manage according to that plan. We take a disciplined approach to investing, we aren’t swayed by the news of the day and we don’t chase yesterday’s returns.

We work to understand a client’s needs, then we try to put ourselves in their place by thinking about what we would do if we were in their situation. If you are thinking about retiring or are retired, we are here to help.

The goal is to have a good plan for each client, for them to understand the plan and then to follow the plan throughout their retirement.

Every client has their own unique situation and circumstances. I love digging into the details with clients and understanding their financial life then adding value. I enjoy getting to know different people and working with them over a lifetime.

We offer a common-sense approach to investing and retirement planning. We listen to our clients, then build a plan according to their goals and values. We don’t just look after our client’s investments, we are planners that manage every aspect of a client’s financial life – taxes, social security, charitable giving, and more. We are experts in retirement planning.

My goal for every client is for them to feel confident in their spending and finances so they can focus on the more important parts of retirement like fostering relationships and doing what they love.

I’ve found that once a client knows they’ll have enough income to maintain their lifestyle in retirement, while keeping up with inflation, they’re able to more fully enjoy their retirement experience. Being able to help clients have this peace of mind with their finances, so they can focus on the more important things in life, is what I enjoy most.​

I would like each prospective client to understand the investment approach we take. We are not day traders, nor do we try to time the market. We use a proven diversified portfolio approach to grow accounts over time. We are also not limited to using specific funds nor are we compensated for funds we select. This allows us to choose the lowest cost and best performing investments for our clients. 

It would also be helpful to know that Peterson Wealth Advisors specializes in helping individuals and families in and approaching retirement. Financial planning for retirees is our expertise.

Every client has a unique situation consisting of different goals, dreams, and income desires. It is challenging yet rewarding to take each individual’s different situation and develop the best plan to help guide them through retirement.

Although Peterson Wealth Advisors specializes in retirement income planning, we are Certified Financial Planners™ who help our clients in all facets of their financial lives including tax planning, charitable giving strategies, Social Security planning and more. We encourage any prospective clients to ask us about how our services may apply to their unique situation.

The goal for every Peterson Wealth Advisor client is to make sure that we understand their goals and then build a personalized financial plan to reach those goals. As our clients go through our planning process, we want to make sure that they feel heard, we simplify their financial lives, and that they receive an exceptional client experience.

What I enjoy most about my career is learning about each of our clients and formulating a plan to help them reach their goals. I have always loved people and been drawn to the stories and unique lives that our clients have lived. Because each client’s situation is so unique, it is fascinating to see how simple and straightforward financial planning strategies can apply differently to each client’s unique circumstance. Financial planning combines the satisfaction of building long-lasting relationships and truly helping families take steps to reach their financial goals. 

Peterson Wealth values every client relationship. We want to have a great relationship with our clients just as much as a client wants a good relationship with their advisors. We take the time to get to know our clients and focus on helping them achieve their goals. We meet with our clients regularly to ensure their questions are being answered.

I want to take the stress out of finances when it comes to our clients. Throughout retirement, there are much more important things to be focused on than the ins and outs of finances. I want my clients to enjoy doing what they love most and spend their money confidently knowing that they have a plan in place that meets their needs.

Your questions and needs will be promptly taken care of. Our team approach ensures every client will receive exceptional service.

I take care of client communications. When a client calls on the phone I am the first person they talk to. I plan client events, schedule appointments, and keep our clients informed. My goal is always to leave people better than they were before and to make sure that their experience with Peterson Wealth Advisors is a great one.

At Peterson Wealth Advisors, we work hard to create a welcoming and positive experience for our clients. We hope to help each client meet their future financial goals.

My goal in creating an exceptional experience for clients at Peterson Wealth Advisors is to implement an efficient and seamless process allowing us to keep the process simple yet maintain a high degree of quality.

Everyone here truly cares about creating a great experience for our clients. From the advisors to the marketing team, to the operations team, everyone is on the same page to ensure every single client receives exceptional service.

A big part of my role in marketing is helping produce our webinars, blogs, and other content. I love working with the advisors to create quality, informative, and helpful content that serves anyone who is looking to retire or is retired.

Working in marketing, my role is to help prospective clients receive content in different forms that showcase how the advisors at Peterson Wealth can best help them with their retirement. 

Peterson Wealth Advisors is filled with great personnel, specifically advisors who are dedicated to helping you create a unique plan that fits you and your needs. 

We are Fiduciary advisors. What this means is that we are not paid commissions or incentivized to recommend any specific product or solution. Without those potential conflicts of interest, you can trust that what we recommend is truly in your best interest. We will help you set up a plan to help you maintain your lifestyle, achieve your retirement goals, and give you peace of mind knowing you will not outlive your savings. Our team will be at your side to help you make any adjustments to your plan as things change.

Through my education and experience, I have acquired a lot of knowledge in the field of Personal Finance. I love explaining things to people in a way that they can understand so that they understand the why as well as what I am recommending. I know my parents, like most retirees, did not have a full grasp of the things to be cautious about and the best ways to proceed when they transitioned into retirement. I want to help others avoid potential pitfalls so that they can minimize taxes, increase their investments, and live their dreams.

Our clients are always our top priority. We always do our best to make sure our client’s goals are met and that they have a great experience on their journey through retirement and life.

I love building relationships with every client that walks through our door. Every client has different goals and a new story to tell, and that makes every client interaction enjoyable.

I enjoy building relationships with clients, learning about their unique perspectives and experiences, and assisting the lead advisor in making an individualized and common-sense plan to help clients reach their goals. There is a lot of satisfaction in helping someone achieve their dreams and create a legacy!

I want prospective clients to know that we are a qualified team that truly has our client’s best interests at heart. We work together so we can ensure you are getting the best service possible as you navigate the road through retirement.

My goal is for every client to feel confident with their advisor and their investment plan so they can focus on enjoying retirement!

I would want them to know how incredible the Peterson Wealth Team is. They are not only intelligent and extremely good at what they do but they are also some of the most honest people I have come to know. I would also want them to know that the Perennial Income Model™ is the most logical, simple, and effective framework around which to build a retirement plan.

My goal for every client of Peterson Wealth is to provide top-of-the-line financial planning so they can thoroughly enjoy the retirement they have worked so hard for.

I enjoy getting to know people from all different backgrounds and helping them improve their lives through financial planning.

If potential clients could look behind the scenes at Peterson Wealth Advisors, they would be amazed at the amount of care and thought the advisors put into each client. At Peterson Wealth clients are not seen as an account needing management but rather as people with hopes, concerns, worries, and goals.  Every member of Peterson Wealth is working as a team to help these people accomplish their dreams. I wish prospective clients could have the opportunity to fully understand how genuinely invested Peterson Wealth will be in helping them achieve their goals and reach financial peace of mind.

Simply put, my goal for every client at Peterson Wealth Advisors is to help them live as joyous of a life as possible. By reducing financial stress, developing a lasting trusted relationship, and helping clients to reach their goals. I hope to add more than just monetary value.

I love building relationships with clients, hearing their stories, and then implementing financial strategies to make their stories even better. Every client brings a different set of puzzle pieces to the table, taking those pieces and creating a plan that is going to align with their dreams is where I find joy in my work.

Peterson Wealth Advisors is an honest fiduciary firm dedicated to helping clients enjoy a secure and fulfilling retirement. We offer personalized, comprehensive planning that addresses retirement income, investments, taxes, and more. Our goal is to provide the expertise and peace of mind needed to make your retirement goals a reality.

My goal is to ensure every client has a clear, customized financial plan that aligns with their goals, so they can confidently enjoy their retirement. I aim to build long-term relationships based on trust, providing the guidance needed for a stress-free financial future.

I love connecting with clients, hearing their life stories, and helping turn their retirement dreams into reality. It’s fulfilling to collaborate on strategies that allow them to see their years of hard work turn into years of enjoyment. Each relationship is unique, and that’s what makes it so rewarding.

We strive to be adaptable and responsive to our clients’ needs by understanding that every client’s situation and needs are different. Having a Kaizen mindset; continuing to improve and create efficient and seamless processes, allows us to focus on building confidence by making the process as simple as possible while maintaining a high degree of quality and attention to detail. In short, building trust by providing consistent high-quality service. 

At Peterson Wealth we care for each client. It’s part of our culture and drives our actions. I feel what we have is exceptionally rare, especially in the finance industry. We prioritize our clients and their financial well-being while establishing an enjoyable work/life balance. I really enjoy coming into the office every day.

You are in good hands at Peterson Wealth Advisors. We have talented financial advisors and support staff dedicated to maximizing your retirement income.

My role in the operations department is key to making sure processes run as efficiently as possible in order to provide quick and effective service for our clients. 

For prospective clients, I would like them to know they always come first at Peterson Wealth Advisors. We are here for their benefit and they will always be our utmost priority. 

As an operations specialist, my role directly impacts the client experience in several ways. Firstly, I am responsible for ensuring smooth and efficient operations within the organization. This means that I help optimize processes, streamline workflows, and eliminate any bottlenecks or inefficiencies that may hinder the client experience.

As an Operations Associate, I help clients and their portfolios achieve their goals with precise detail.

I want prospective clients to know that each and every client gets attended to with the highest precision and detail.