Peterson Financial Group is an independent financial services firm based in Des Moines, IA, offering partnership-focused planning to help individuals regain control of their financial future. With their 4-step evaluation process, they provide informed financial decisions, including tax return review, income analysis, risk and fee analysis, and estate plan review, to help clients meet their goals and dreams.
Additionally, Peterson Financial Group offers resources such as a tax bill calculator, a book on retirement planning, and a podcast called "Retirement Ready with Eric Peterson" to provide easy-to-understand financial tips. As a member of the Ed Slott's Master Elite IRA Advisor Group and the National Ethics Association, they are equipped with education, tools, and resources to assist clients with their needs.
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