Peterson Financial Group
Peterson Financial Group, located in West Des Moines, IA, specializes in partnership-focused financial planning to help clients achieve their retirement goals. Their comprehensive 4-step evaluation process includes tax return reviews, income analysis, risk and fee assessments, and estate plan reviews, ensuring that clients are well-prepared for their financial futures.
Led by Eric Peterson, a member of the Ed Slott Master Elite IRA Advisor Group, the firm offers educational resources and tools to help individuals navigate the complexities of retirement planning. Through their podcast and events, they provide easy-to-understand financial tips and insights, empowering clients to make informed decisions about their investments and insurance products.
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