About

Peterson Wealth Advisors provides financial advisory services focused on long-term planning and financial strategy development. Services include investment planning, retirement planning, tax-related strategy coordination, estate planning coordination, insurance analysis, and account management. The company assists clients by evaluating financial information, developing written financial plans when requested, monitoring progress toward stated objectives, and providing guidance across multiple areas of personal finance.

Financial Planning: Evaluation of financial information and development of planning strategies addressing multiple financial areas.
Investment Planning: Strategy development involving mutual funds, stocks, bonds, and other investment vehicles.
Retirement Planning: Planning related to retirement income strategies and retirement account coordination.
Tax Strategy Coordination: Coordination with qualified tax professionals regarding tax-related financial planning considerations.
Estate Planning Coordination: Collaboration with legal professionals for estate-related financial planning strategies.
Insurance Analysis: Review of life, long-term care, and disability insurance considerations.
Education Planning Accounts: Planning related to college savings and education funding accounts.
Account Management: Administration of retirement accounts, brokerage accounts, and education savings accounts.