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We are saddened to share the passing of Britni, our beloved receptionist. Click here to learn more and remember her with us.

Rest in peace, Britni.

Britni was a cherished member of our team, serving as our receptionist and always bringing warmth and kindness to the workplace. Her sudden passing at a young age has left her family devastated, especially her 11-year-old son who now faces life without his mother. Britni’s presence touched many, and her absence is felt deeply by all who knew her.

Her family is now confronted with unexpected expenses, including funeral costs and the challenge of providing for her son’s future. The loss has created a financial strain, and they need support from the community to help them through this difficult time. By coming together, we can ease some of the burden and show Britni’s family that they are not alone.
Any contribution, no matter the size, will make a meaningful difference. Your generosity will help cover funeral expenses, living costs, and provide support for Britni’s son as he navigates the road ahead. Thank you for considering a donation and for keeping Britni’s family in your thoughts.

Link to GoFundMe

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515-226-1500

Posts Tagged ‘Annuities’

Misconceptions With Annuities

By Eric Peterson | April 11, 2019 | 0

Sometimes annuities are misused or misunderstood, but annuities can be powerful tools if you know how to use them properly.

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The Financial Water Wheel

By Eric Peterson | February 28, 2019 | 0

On this podcast, we love a good analogy. Join us as we discover what we can learn from retirement by observing a water wheel.

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Episode #14: Grandma’s Financial Wisdom

By Eric Peterson | November 22, 2018 | 0

There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom. 

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Episode #12: To Agree Or Disagree

By Eric Peterson | November 8, 2018 | 0

Join us for a game of Agree or Disagree. Discover whether Eric agrees with popular statements about finances and retirement planning.

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Episode #10: Reading The Fine Print

By Eric Peterson | October 25, 2018 | 0

Many investments promise enticing perks and large returns. They’re usually too good to be true and inundate you with fees. Avoid a headache by reading the fine print. 

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Ed Slott Master Elite IRA Advisor GroupExpand

Ed Slott and Company educates financial professionals on the complexities of IRAs so they are equipped to navigate clients through tax and distribution planning. Since 2017, Eric has been a member of the Ed Slott’s Master Elite IRA Advisor Group℠. He trains on an on-going basis with Ed Slott and his team of IRA professionals. He completes the requisite training, attends semiannual workshops and webinars, and takes the mandatory exams. In return, he is equipped with education, up-to-date tools and resources to assist him with his clients' needs. Peterson Financial pays a fee to be part of the Ed Slott’s Master Elite IRA Advisor Group℠.

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People are overwhelmed with choices –and often unsure about where to find verified, unbiased information. Since 1912, BBB has helped people make smarter buying decisions, and BBB is evolving to meet today’s fast changing marketplace needs. BBB sets standards for ethical business behavior and monitors compliance. Over 400,000 Accredited Businesses meet and commit to their high standards. Peterson Financial Group pays a fee to be part of the Better Business Bureau

Designation Definitions & Disclaimer

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Peterson Financial Group, Inc., a Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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