Solving Your Financial Puzzle…
One Piece At A Time
At William Peterson Financial Planning, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and strive provide you with a worry free retirement. At William Peterson Financial Planning, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work toward making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our clients’ lifestyles for a lifetime.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Don’t overlook the need for renter’s insurance if you rent your home.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Technology tips to make your next trip even better.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here are 5 reason why you may consider working through retirement.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.