In this book, retirement financial advisor Eric Peterson offers advice and techniques to pre-retirees and retirees. He covers a variety of topics, including:
Peterson Financial Group is a values-based financial services firm serving Central Iowa since 1998. We specialize in designing and implementing tax efficient retirement plans that focus on preservation of principal and income streams that cannot be outlived.
We understand how important it is for you to be able to trust your financial advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.
That trusted advisor is Peterson Financial Group. We are experienced, responsive, and understand your need for integrity and transparency.
To schedule a time to discuss your retirement future contact us at firstname.lastname@example.org or call us at 515-226-1500.
How would you grade your retirement plan? Does it pass with flying colors? Or are you just getting by with the class average with your current financial advisor?
You can find out with our complimentary Peterson Report Card. Click here to learn more!
At Peterson Financial Group, we offer our experience and knowledge to help you design your own strategy for financial independence. Contact us today to schedule a no-obligation consultation!