Peterson Financial & Retirement Services is an established, fee-based investment management firm specializing in retirement income maximization and investment management for the retiree. We help retirees make decisions which allow them to get the most financially out of all their sources of income during retirement.
During the last decade we have seen the burden of providing a stream of income change from the pension plan provided by employers to the retiree themselves as pension plans diminish and 401k’s take their place.
Now more than ever it is important to have a financial advisor that has the experience and expertise to guide you financially through retirements that many times are lasting over 30 years.
By combining a quarter century of experience working exclusively with retirees coupled with extensive research and attention to detail, Peterson Financial has developed unique solutions to help the retiree secure a predictable flow of inflation protected income to last through their lives.
Our mission is to create trusted, long-term relationships with our clients and create a plan that will support them through all the different stages of retirement.