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.
Wondering How to Create Income in Retirement?
Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:
- What you need to know to understand annuities
- Why savings alone may not be enough for your retirement
- How annuity withdrawal options work
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
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.