Peterson Wealth Advisors are Retirement Revenue Planning specialists. Using our proprietary Perennial Income Version ™ we're able to create a dependable stream of inflation-adjusted revenue throughout your retirement. This model has been repetitively evaluated in severe market problems since 2007. It is set up to make up the modern challenges of longer life expectancies, inflation, and securities market volatility.
Our One-Stop Retirement Store will direct you in earnings generation, investments, healthcare, philanthropic offering, taxes, and also estate preparation.
As independent, fee-only CFP ® specialists we offer total cost transparency and no compensations.
As fiduciaries, we're legally as well as morally bound to our customers' best interests. This should not establish us apart, but it does. Our team's commitment to fiduciary requirements places us among only 29% of advisors. Yet our narrowed focus on retired life earnings, taxes, as well as charitable offering makes us one of a kind.