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Frequently Asked Questions



FAQ

What’s the minimum level of assets you require for your clients?
At Peterson Financial Group, we work with clients who have at least $250,000 saved for retirement. We encourage any woman who is concerned about her financial future to contact us. And we offer the same level of care, attention and compassion to all clients.

How are you compensated for your services?
We are compensated for insurance sales by commissions paid by the insurance carrier. Our investment services are fee based.

How do you help with emotional and health issues?
We understand the ways finances can affect our emotional health and even our physical health. While we are not qualified in those fields, we're glad to offer referrals to qualified professionals. Of course, you'll always find a caring, concerned professional at Peterson Financial Group who will listen, and yes, even hold your hand.

What services and guidance do you offer for legacy protection?
Our firm doesn't provide legal advice, but we can discuss financial products such as life insurance and annuities that can help protect and preserve your legacy. Additionally, we can work with other qualified professionals including attorneys and tax advisors to address your concerns.

What are your qualifications?
Tamara Smith has passed the Series 66 exam, Series 7 exam, Series 24 exam, and also holds her Life and Health Insurance license in the State of Iowa and South Dakota.