Derek S Peterson, CFP®, CRPS

Wealth Management Advisor

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:
    • Buy-sell Structure and Funding 
    • Performance Based Incentive Compensation Planning
    • Exit/Transition Planning
       
  • Personal and Financial Planning: 
    • Survivor Income
    • Disability Income
    • Education
    • Retirement Accumulation
    • Retirement Distribution
    • Long Term Care
    • Monte Carlo
    • Advisory Investment Services
    • Tax Efficient Investing and Distribution
    •  
  • Asset Management

Let Derek Peterson help you ensure your financial security.

 

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

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The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck