Our Services

Dedicated to helping you Accomplish Your Wealth Planning Needs and Desires

Our comprehensive approach will provide you the confidence and clarity to your financial picture and progress.   

As a valued client of the Peterman Financial Group, Inc., the following services will be available to you, all provided by professional and knowledgable advisors.

Portfolio Management

Our well-established investment strategies provide your portfolio with the proactive service you require to pursue your goals. You’ll have complete access to our Investment Team and Advisors.

At Peterman Financial Group, we provide services for all of the below investments:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Alternative Investments
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Certificates of Deposit (CDs)

For the following qualified account types:

  • Traditional IRAs
  • Roth IRAs
  • Educational IRAs
  • SEP IRAs
  • Simple IRAs
  • 401(k)s
  • 403(b)s

And for the following non-qualified (taxable) account types:

  • Joint Accounts
  • Individual Accounts
  • Trust Accounts

Comprehensive Wealth Plan

Many times, investing is made to sound easy – just buy low and sell high – right? But in the real world, things don’t always work that smoothly. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.  At PFG, our team will develop a comprehensive financial plan that analyzes your current financial situation and helps direct you towards financial independence and freedom. Regular reviews on an ongoing basis make certain that your Wealth Plan is both up to date and functioning as planned.

Risk Management

Insurance transfers the financial risk of life's unknowns to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Company Retirement Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our team can help develop Company Retirement Plans, or guide you with current ones.

Tax Planning

Our team of multiple CFP®’s and a CPA® will review your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.**

*This service is not a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

**This service is not a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.