• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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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 gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

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

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. Learn more

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. Learn more

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Wealth Plan

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

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. Learn more

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. Learn more

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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 in Springfield, IL serving affluent families, business owners, executives and institutions. Our team provides 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 time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance Partners are 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 first-class, proactive and expert service.

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Insights

Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary August 22, 2016

US markets snapped a multi-week positive streak with the Dow Jones Industrial Average and S&P 500 down 0.13% and 0.01%, respectively. The tech-heavy NASDAQ Composite outperformed both to hold on to positive territory, posting a 0.10% return for the week. Read more

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Video
Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan. Read more

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Monthly Newsletter
Monthly Investment Review: July 2016

­Global markets trended upward in July, building off the rebound following the Brexit results. All three major US equity indices were up for the month. The S&P 500 was up 3.56% and the Dow Jones Industrial Average was up 2.8% while the NASDAQ Composite, the leader of three, notched a 6.65% gain. Read more

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Blog
What You Need to Know About Medicare ...

Published by Ben Goethel

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

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News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Blog post
  • Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

    Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: August 15, 2016

    The US markets extended their gains as the Dow Jones Industrial Average, NASDAQ Composite and the S&P 500 closed the week up slightly, setting new record highs in the process. International markets bounced back, posting some strong returns for the week after a lackluster start to August. Read more