In the News

In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money.

Wealth Services Blog

Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge

Meeting New Clients

Meeting New Clients We have all experienced visiting a doctor, accountant, or other professional for the first time. The feeling of apprehension is common as we consider the reasons for the visit and worry about awkward formalities and if we will even like this person...

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Finances and Kids

Finances and Kids One of the most common requests we receive from our clients is to help educate their children about finances. Whether our clients have been very successful with their financial lives or have learned the hard way we commonly hear that they want their...

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Changing Jobs? Consider Your 401 (k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a...

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Helping Financially Independent Women

Did you know that one of our specialties at Peterson Wealth Service is helping Financially Independent Women achieve their financial goals? The advisors at Peterson Wealth Services are the go to resource for women who may be dealing with one of the three D’s: Death,...

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Widow Case Study

Scenario-Sarah, 55 year old widow It is shocking to learn that widows are one of the fastest-growing segments of the population and half of all wives are widowed before age 60. Learn how Peterson Wealth Services can help with this case study. Sarah suddenly lost her...

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Video: About Peterson Wealth Services Founded by Billy Peterson, Peterson Wealth Services was designed from the beginning around our clients. With a keen sense of the way the markets work and strong dedication, our team of Certified Financial Planners are dedicated to helping...

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Consolidation to One Trusted Financial Advisor

Consolidation to One Trusted Financial Advisor By Shaun Peterson, Financial Advisor, RJFS As you approach your retirement years you’ve likely had multiple investment accounts. IRA’s, 401K’s, TSPs, annuities, life insurance, and brokerage accounts just to name a few....

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Priorities and Goals

Priorities and Goals Shaun Peterson, Financial Advisor We are in the final stretch of 2016 and wow, how the time has flown by! With the final months of the year ahead of us I thought I would take the time to talk about setting and prioritizing goals.  Typically,...

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Financial Bubbles: Learning From The Past

Bubbles: Learning from the past By: Billy Peterson Expectations and outcomes can often come together in perfect harmony.  It’s a very wonderful and beautiful thing when this happens. In sports, you expect your team to win the Super Bowl or the World Series every year,...

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