The Peterson Financial Group 4-Step Evaluation Process
It’s what we don’t know that could hurt us — make sure you’re leaving nothing to chance. Use the Peterson Financial Group 4-Step Evaluation Process to make informed financial decisions to help you meet your goals and dreams.
Tax Return Review
Lower or eliminate certain taxes to find money falling through the cracks.
Determine if you are using your income sources properly and in the most tax-efficient way.
Risk and Fee Analysis
Assess your risk and know your numbers to make sure you’re comfortable with the current exposure.
Estate Plan Review
Establish a plan to transition to your assets to your loved ones in the most efficient way possible.
When we’re through, you’ll have a written investment plan to guide you on your way and refer back to whenever needed.
Need more info? Attend an event.
Get the information that can help you
live a confident retirement.
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
View our schedule below to pick the event that is most convenient for you, then register below!
Retire Tax Smart
May 18 & May 25
6:30pm – 7:30pm
The Palms Theatre
200 NE Westgate Drive
Waukee, IA 50263
Retirement Planning Today
RETIREMENT PLANNING TODAY® — AN EDUCATIONAL COURSE FOR ADULTS AGE 50 TO 70
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
No courses at this time.
In need of easy-to-understand financial tips?
Tune into “Retirement Ready” with Eric Peterson, Sundays at noon on WHO Newsradio 1040 and subscribe to the Peterson Financial Group podcast.