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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that helps give you the power – and a path – to realize your dreams.

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Portfolio Management

Our well-established investment strategies helps provide your portfolio with the proactive service you require to attain your goals. 

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Wealth Plan

Our knowledgeable and proficient team will develop a plan that assesses your current financial situation and helps direct you towards financial success and freedom. 

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Risk Management

Your Wealth Advisor works with our team of Insurance Specialists to identify risk exposure, in order to minimize potential damage of an unexpected life event. 

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Estate Planning

We can work with you and the appropriate other parties to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish. 

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Company Retirement Planning

Our team of professionals are here to support your business in developing and managing business retirement plans such as SIMPLE IRA’s, 401(k), 403(b) etc.

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Tax Planning

Our professional tax team of CPAs will review your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. 

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Personalized Wealth Management

The Peterman Financial Group mission is to help our clients invest and manage their wealth through comprehensive Wealth Planning, communication and education. We will seek to inspire our clients in making informed financial decisions through relationships based on integrity, trust and personalized service. We are a wealth management firm, through Money Concepts Capital Corp., in Springfield, IL serving affluent families, business owners, executives and institutions. Our team is committed to providing the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Peterman Financial Group help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our strategies are designed to meet a variety of investment goals and objectives.

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Peterman Financial Group

PFG is a team of professionals, growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Springfield, Illinois, Peterman Financial Group is committed to providing you with quality, proactive and professional service.

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Insights

Peterman Financial Group’s team of professionals provide you
with transparent and proactive communications to
equip you with the knowledge you need.

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