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William Peterson Financial Planning

161 Main Street
Jackson, California 95642

209-257-3363
800-545-4209

 
Charitable Giving: Smart from the Heart Making Your Tax Bracket Work Social Security: By the Numbers

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.

Helpful Content

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Keeping Good Records is Good Business

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Saving for Retirement

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Learn how to harness the power of compound interest for your investments.

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When do you need a will? The answer is easy: Right Now.

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It May Be Time for a Financial Checkup

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Behavioral Finance

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