Overview

Let Us Help You Plan Your Financial Future

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as investment management, tax strategies, estate planning, and insurance (protection needs), can carefully plan in order to ensure that all of the pieces are working together to complement one another. Our firm can help you design and optimize strategies to help you reach your planning objectives and financial goals. We provide an in-depth evaluation of your current financial profile. This includes a comprehensive assessment of your financial life and provides you with detailed, interactive recommendations. Together, we regularly monitor your progress.

At Peterson Wealth Advisors, we specialize in providing assistance in the following areas:

Investments

  • Mutual funds
  • Common stock
  • Bonds
  • Real estate investment trusts
  • Government securities
  • 401(k) evaluation and planning - coordinating strategies
  • 403(b) evaluation and planning - coordinating strategies
  • Profit sharing plans
  • Money purchase plans
  • College savings plans
  • Fixed annuities
  • Variable annuities

Financial Planning

  • Written financial plans (as requested)
  • Retirement planning
  • Tax strategies with your qualified tax professional
  • Estate plan consultations with your attorney
  • Insurance needs analysis (written)

Insurance

  • Long-term care insurance
  • Life insurance (whole life, term, variable universal life)
  • Disability income insurance

Account Types

  • Traditional IRAs
  • Roth IRAs
  • Brokerage accounts
  • SEP IRAs
  • SIMPLE IRAs - design and implementation for employers
  • 529 Plans
  • Coverdell education savings accounts

Important Information About Your Advisor

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Peterson Wealth Advisors are separate and unrelated to Commonwealth.

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