Financial Security Planning for Your Future
When it's a matter of financial security planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability, credibility and resources to best address those needs is the next.
As your Wealth Management Advisor, Derek Peterson will listen, clarify and help prioritize your goals and aspirations before developing a formal financial strategy designed to help you achieve your vision.
Derek specializes in helping individual and corporate clients establish and implement long term financial security planning objectives. Derek, along with his team, is qualified to assist you with:
- Closely Held Business Planning Strategies:
- Qualified Retirement Plans
- Non-Qualified Deferred Compensation Plans
- Group Disability & Life Insurance Plans
- Key Person Disability & Life Insurance Plans
- Buy-sell Structure and Funding
- Bonus Plans
- Exit/Transition Planning
- Financial Planning:
- Survivor Income
- Disability Income
- Education
- Retirement Accumulation
- Retirement Distribution
- Long Term Care
- Monte Carlo Analysis
- Asset Management:
- Advisory & Brokerage Investment Services
- Tax Efficient Investing Strategies
- Education Funding
Let Derek Peterson help you ensure your financial security.
