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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
There are things about Social Security that might surprise you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
For homeowners who think their property taxes are too high, there are ways to appeal.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
Learn about what risk tolerance really means in this helpful and insightful video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Doing your research is key before buying a vacation home.