Peterson Financial Services

At Peterson Financial Services, our mission is to provide personalized, balanced, and trustworthy advice with impeccable service to our clients. As a fee-only advisory business, we are committed to working in our clients' best interests, providing them with a comprehensive approach to achieving their financial goals.

Our Services

We offer a range of services designed to help individuals, trusts, non-profits, corporate accounts, and retirement plans achieve their financial goals. Our services include:

• Investment Management: We provide asset allocation and portfolio analysis, money management, and consulting services that help our clients optimize their investment portfolios.
• Financial Advisory: We assist clients in analyzing and calculating their financial goals, whether it's saving for retirement, funding a child's education, or achieving a specific financial objective.
• Insurance: We work with clients to identify their insurance needs and provide guidance on suitable options.

Our Focus

At Peterson Financial Services, we take a non-proprietary approach to investing. We search the broad market objectively for investments that align with our clients' individual needs. Our expertise is focused on fee-based portfolio management and financial analysis services.

Awards and Recognition

We are proud to have received the prestigious "Five-Star Wealth Manager" award from Five Star Professional. This award is based on a rigorous review process that considers factors such as customer service, integrity, knowledge, and communication. We are honored to have been recognized for our commitment to providing exceptional service and expertise to our clients.

About Our Team

Our team is led by Kirk R. Peterson, CFP, who has been serving clients since 1990. With decades of experience in the financial services industry, Kirk is dedicated to providing personalized, balanced, and trustworthy advice to our clients.

Conclusion

At Peterson Financial Services, we are dedicated to helping our clients achieve their financial goals. Our team of experts is committed to providing personalized, fee-based portfolio management and financial analysis services that help our clients optimize their financial well-being. We are proud to have received recognition for our expertise and commitment to exceptional service. Contact us to learn more about how we can help you achieve your financial goals.