Peterson Wealth Services uses principles of asset allocation and individual risk analysis. With this, our clients receive customized action items and investment management recommendations based off of their:
Goals
Risk Tolerance
Preferred Time Frame
Stated Investment Objectives
Establish goals
Prioritize needs, wants and wishes
Project probability of success
Social security strategies
Cash flow illustrations
Required rate of return analysis
Distribution + income planning
WITH PETERSON WEALTH SERVICES YOUR MONEY MATTERS!
The advisors at Peterson Wealth Services
understand that proper retirement planning requires serious forward thinking. Rather than dwelling on the fluctuating ups - and-downs that occur on a daily basis, you have to look at the big picture. Our team will help you develop an effective retirement plan that accounts for these variables and helps you remain confident.
Collaborate with existing legal + tax professionals
Review and provide a simple summary of estate planning documents
Professional trustee services and administration
provided by Raymond James Trust
Provide annual beneficiary review meetings
Oversee family meetings to provide knowledge and understanding of legal documents