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.

Still have questions?

Visit our FAQ page.

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?