FINANCIAL PLANNING

As a Certified Financial Planner (CFP®), Chris Peterson, CFP® is available to our investment advisory clients for other areas of financial planning such as:

Retirement modelling and projections
Retirement cash flow generation strategies
Social Security claiming strategies for individuals and couples
Debt management and savings strategies
Education funding
Estate planning strategies
Philanthropy and charitable giving
Risk management
Lifetime tax minimization planning

Note: Advice from Peterson Financial Strategies should not be construed as tax or legal advice. Peterson Financial Strategies is not engaged in rendering professional legal or accounting services. If assistance is needed, individuals are advised to engage the services of a competent legal or accounting professional.