WHY WORK WITH PETERSON FINANCIAL STRATEGIES?
We are our clients’ financial partner and advocate for the long term. Being independent, our loyalty is to our clients alone. We perform investment management solely in our clients' best interest, receiving zero compensation from commissions or financial product sales. The result of this pure fiduciary approach is that our clients receive clear, unbiased advice that is implemented, monitored, and updated over the years.
Because we do not bill by the hour, our clients can call on us for any question they have, big or small, knowing that they have a team of Certified Financial Planners (CFP®) on their side.
We take the time to deliver frequent communication, disciplined portfolio management, and thoughtful creative planning. By serving a limited number of clients, we are able to give each client the time and attention essential for a fruitful long term relationship.