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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
This calculator shows how inflation over the years has impacted purchasing power.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are four very good reasons to start investing. Do you know what they are?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
When should you take your Social Security benefit?