Does your net worth exceed $5 million? You may have some unique challenges regarding your financial well-being. The advisors at Peterson Wealth Services understand the concerns that you may experience. These might include income tax minimization, portfolio diversification, asset transfer, protection from legal liabilities, and catastrophic loss.
As a widow, divorcee, or single woman, are you confident in your financial future and well-being? We strive to help our clients navigate the unique challenges you may be facing.
Click here to learn more.
Are you prepared for retirement? We’re here to help you navigate this important time in your life, while attempting to preserve your assets, minimize taxes and maintain a comfortable lifestyle. If any of these issues concern you, please contact us.
How many hats are you wearing as a business owner? If you are like most, the answer is probably a lot. We can help take on the role as your financial advisor allowing you to focus more on your day-to-day operations. We can help you implement a company retirement plan, enhance the return on liquid capital, minimize taxes and advise you on the appropriate exit plan when the time comes.