You have retirement questions. We have answers.

Equip yourself to pursue your goals.

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Grow

retirement income

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Protect

your assets

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Give

to leave a legacy

Our 3-Step Process

We’ll help you create a well-thought-out strategy that addresses your financial needs and concerns.

1. DISCOVER

Imagine what your ideal retirement looks like, and explore what’s important to you.

2. EVALUATE

Examine your current financial situation, and determine your retirement income needs.

3. PLAN

Develop a custom strategy so you can take steps toward meeting your retirement goals.

1. DISCOVER

Imagine what your ideal retirement looks like, and explore what’s important to you.

2. EVALUATE

Examine your current financial situation, and determine your retirement income needs.

3. PLAN

Develop a custom strategy so you can take steps toward meeting your retirement goals.

Get started on the path toward your dream retirement today!

Need more info? Attend an event.

Our events focus on common financial concerns that individuals and families face in retirement. Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING COURSES:

June 25
Ladies Book Club
6:00 pm | Education Center
June 13
EDUCATION EVENT – HEALTH & WELLNESS FEATURING THE EXERCISE COACH
12:00 pm | Education Center

Meet Your Team

MEET OUR TEAM

Our team is made up of qualified financial professionals who are passionate about helping you.
» Meet Our Team

ATTEND AN EVENT

It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.
» Learn More

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MEET OUR FOUNDER

Eric founded Peterson Financial Group to be a full-service financial advisory firm.
» Meet Eric

WHAT WE OFFER

We believe everyone should be able to live the retirement they’ve always wanted and feel confident in their financial future.
» Learn More About Us

Watch Our Story

We're here to help you feel confident in your financial future.

Watch Our Story

We’re here to help you feel confident in your financial future.

Complimentary Consultation

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.

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Retirement Questions?

Start Here First.

Learn about the core principles of retirement planning with Eric Peterson’s book, "Preparing for the Back Nine of Life: A Boomer’s Guide to Getting Retirement Ready."

Download your free copy of the book instantly!