Peterson Financial Group

Description

Eric Peterson Eric Peterson is an Investment Advisory Representative (IAR) and licensed insurance agent in 37 states. He has 20 years of experience in the investment and insurance industry and holds an MBA from Drake University. He is a member of Ed Slott's Elite IRA Advisory Group, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry.

Peterson Financial Group is a values based financial services firm serving central Iowa since 1998. The company specializes in designing and implementing tax efficient retirement plans that focus on preservation of principal, and income streams that cannot be outlived. We understand how important it is for you to be able to trust your financial advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds.

As an independent financial advisory firm, we take our role as your fiduciary very seriously. One size does not fit all, and we seek to fully understand your individual needs and goals, and then custom tailor a plan to meet them. Retirement is a journey, and we partner with our valued clients both throughout their financial future and that of their loved ones. With a unique focus on capital preservation, we utilize the best suited tools in the industry to help achieve your finanical goals.

Eric founded Peterson Financial Group to be a full-service financial advisory firm dedicated to cutting-edge strategies and practical core values in an effort to provide valued clientele with sound financial strategies for retirement. Eric is a Registered Financial Consultant (RFC), and an active member of the Ed Slott Elite IRA Advisors Group. This year-round program, taught by Ed Slott himself, educates Eric continuously on IRA planning, distribution strategies and current tax laws -- a highly specialized area.

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