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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Life insurance proceeds are generally tax-free. But not in all cases.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It's important to understand how inflation is reported and how it can affect investments.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn about the average American budget in this fun and interactive piece.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.