Financial Planning Unlimited

For over 40 years, Financial Planning Unlimited, Inc. has been dedicated to helping individuals, families, and businesses achieve financial clarity, confidence, and competence. Our team of experienced professionals is committed to understanding your unique needs, goals, and aspirations, and providing personalized solutions to help you achieve financial freedom.

Our Services

At Financial Planning Unlimited, Inc., we offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

Financial Planning: We take the time to understand your financial situation, goals, and risk tolerance to create a personalized financial plan. Our team of experts will work with you to identify areas of improvement and provide recommendations to help you achieve your financial objectives.

Retirement Planning: We can help you plan for a comfortable retirement by creating a tailored strategy that takes into account your income needs, expenses, and savings goals.

Investment Management: Our team of experts will work with you to create a customized investment strategy that aligns with your risk tolerance, investment goals, and time horizon.

Tax Planning & Preparation: We can help you reduce your tax liability and maximize your savings by providing expert tax planning and preparation services.

Our Team

Our team of experienced professionals is committed to providing you with exceptional service and personalized attention. Our team includes:

• Jeff C. Peterson, CFP, EA, President
• Anissa Storie Hart, Notary, Client Care Specialist
• Roni Soderberg, MSA, Financial Associate

Our Mission

Our mission is to partner with our clients along their journey to financial success by understanding individual needs, wants, and long-term goals. We believe in thinking "out of the box" and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Our History

Financial Planning Unlimited, Inc. was founded in 1981 by Norman Peterson, who served as President. Since then, we have been committed to serving our clients with integrity, expertise, and a tireless dedication to their financial success.

What Sets Us Apart

As an independent firm, we have no ulterior motive or products to sell - our only goal is to objectively provide you with a financial plan that meets your needs. We believe in building strong professional relationships with other professionals, such as bankers, real estate agents, attorneys, and CPAs, to provide a comprehensive financial plan that leaves no stone unturned.