State Farm

Peterson Wealth Advisors are Retirement Income Planning specialists. Using our proprietary Perennial Income Model we're able to create a reliable stream of inflation-adjusted income throughout your retirement. This model has been repeatedly tested in extreme market conditions since 2007. It is set up to account for the modern-day challenges of longer lifespans, inflation, and stock market volatility. As independent, fee-only CFP advisors we offer total cost transparency and zero commissions.

I have lived in Utah since 1998. I love helping customers with their personal insurance needs and giving them individualized attention.Our Mission is to help provide security, confidence and protection to our community.

Legally Mine, based in Orem, UT, offers a client-first approach to wealth management with a focus on asset protection, tax strategies, medical lawsuits, and estate planning. With years of experience, they specialize in safeguarding the financial interests of medical professionals and individuals nationwide. The company's services include setting up legally protective entities to shield clients from potential lawsuits, minimizing tax liabilities, and ensuring assets are distributed according to their wishes through living trusts. Client testimonials highlight the team's expertise, personalized service, and significant cost savings in tax planning.Generated from the website