Wealth Management

Work toward your goals while minimizing your risks

As no two investors are the same, no two investment strategies should be, either.

Our wealth management platform combines investment management, financial planning and retirement planning services — all based on your unique circumstances and goals.

 

Our approach is guided by six key values in order to give you transparent asset management:

Independence

We adhere to a fiduciary standard of care — meaning we are all required to act in your best interests. Never relying on a one-size-fits-all approach, we seek portfolios with specific investment objectives that may be a match for your investment goals.

Transparency

You won’t find convoluted industry jargon or infrequent portfolio updates here. When you work with Peterson Financial Group, you can know how your portfolios are performing at any given time.

Stability

Rather than trying to “beat the market” every year, our focus is on managing risk and volatility to help ensure your hard-earned assets are preserved.

Integrity

You deserve to know exactly what you’re paying for. That’s why we’re committed to maintaining a fiduciary standard of care and providing a high level of transparency through the disclosure of fees and commissions.

Technology

Experience technology that allows you to pinpoint your risk tolerance. What you discover will help us build a stronger plan that meets your needs.

Cohesiveness

Our wealth management platform brings together four components that normally stand apart: market correlated investments, non-market correlated investments, life insurance and annuities.

This means all of the components of your financial strategy are all in one place, giving you a complete look at your financial picture.

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Ready to take the next step?

For more information about any of the products and services listed here, schedule an appointment today or register to attend a event.

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Or give us a call at 515-226-1500