History
Financial Planning Unlimited was formed in 1981 with Norman L. Peterson as President. The office building was purchased the next year, and we have been at this same location since 1982. We wish to continue to provide prompt, courteous, and helpful service in a friendly environment; to present appropriate financial solutions that suit your specific needs. To assure the optimal plan preparation, we will network with other professionals: bankers, real estate agents, CPAs, and attorneys that share our same work ethics.
Specialties
At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection, Company Retirement Plans, Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.