William Peterson Financial Planning

Investment Advisor Representative

1-209-257-3363
Bill@safer-retirement.com

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. 

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. 

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. 

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.