Retirement
You have worked your entire career for this moment and accumulated a sizable nest egg of $1 million or more. But will your retirement savings support you sufficiently for the rest of your life?
At Peterson Wealth Advisors, we have good news for you. We have designed the Perennial Income Model to be able to confidently answer yes!
Shannon & Julie and Evan & Holly share their stories of how Peterson Wealth gives them peace of mind.
Your one-stop retirement planning shop
At Peterson Wealth Advisors, all we do is help people like you to have fulfilling, purposeful and abundant retirements. That starts with the Perennial Income Model, which powers our all-inclusive approach to retirement income planning. We do it all… your job is to enjoy the lifestyle that you have earned.
Retirement Income Planning
Investment Management
Legacy & Estate Planning
Social Security & Pensions
Tax Planning
Medicare & Health Insurance Planning
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Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth
Order nowWhere are you in your retirement process?
Approaching Retirement
Case Study #1
After working and saving for years, Jennifer is thinking about retirement. But she feels lost on where to start.
Read MoreTransitioning to Retirement
Case Study #2
Will and Olivia are preparing to sell their business as they shift into retirement. They’re excited, but don’t feel fully prepared.
Read MoreCurrently Retired
Case Study #3
Gary and Linda are currently retired. But they’re starting to worry they may outlive their savings.
Read More*Disclaimer: The above case studies are hypothetical in nature. They do not directly represent Peterson Wealth Advisors clients, nor do they guarantee specific results.
Watch our recent webinar
'Smart Year-End Tax Moves for Retirees'
Speaker: Alek Johnson, CFP®
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