About
Peterson Wealth Advisors are Retired life Revenue Preparation specialists. Using our exclusive Perennial Income Model ™ we have the ability to create a trusted stream of inflation-adjusted earnings throughout your retirement. This design has been repetitively evaluated in severe market problems since 2007. It is established to represent the modern day difficulties of longer life expectancies, inflation, as well as stock exchange volatility.
Our One-Stop Retired life Shop will lead you in income generation, investments, health care, philanthropic giving, taxes, and estate planning.
As independent, fee-only CFP ® specialists we offer total price transparency and zero payments.
As fiduciaries, we're legitimately and also fairly bound to our clients' benefits. This should not establish us apart, however it does. Our group's dedication to fiduciary criteria puts us among only 29% of advisors. Yet our tightened focus on retired life revenue, taxes, and philanthropic offering makes us one of a kind.