Work with us | Peterson Wealth

Who is our typical client?

Our typical client is someone who is nearing or already enjoying retirement with
$1 million or more of investable assets.

Good steward

You value expert guidance and want to know your family and your money will always be in good hands.

Value a lasting plan

You want to know that your money is following a time-tested plan, rather than trying to guess the future of the stock market.

Charitably-inclined

You want to continue giving to
your church or other causes.

Work with us: Our 3-step process

1

Schedule 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.

2

Retirement income plan consultation

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?

3

Think about it!

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.

When you decide to work with us, you will work with a team. Every client works with two CFP® professionals. You’ll feel comfortable knowing that you always have a team to support you.

Ready to feel confident
in your retirement plan?

We’re here to help you. Take the first step and schedule your 15-minute retirement consultation with one of our CERTIFIED FINANCIAL PLANNER™ professionals.

Schedule a consultation

Ready for a retirement plan that lasts?