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Peterson Wealth Advisors
1334-B East Kingsley St
Springfield, MO 65804-7223
Phone: (417) 887-4950
Fax: (417) 887-4931
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Household Income Minimum: $75,000 Investable Asset Minimum: $250,000
Peterson Wealth Advisors is a comprehensive financial services firm. We are committed to helping you plan for your financial independence, using a personalized one-to-one approach, and to help you design strategies intended to achieve your financial and life goals. We look beyond your financial pictures into the realm of your most important values, relationships, and lifelong dreams. As we continue to build on the important aspects of your lives, we maintain our commitment to offer informed choices that are well suited for your needs.Our company is based on the principle that education and understanding of your current financial situation is vital to successfully helping you to make prudent decisions concerning your future financial condition.
We look beyond your financial pictures into the realm of your most important values, relationships, and lifelong dreams. As we continue to build on the important aspects of your lives, we maintain our commitment to offer informed choices that are well suited for your needs.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully helping you to make prudent decisions concerning your future financial condition.
Eric is an independent financial advisor serving Southwest Missouri. Since 1985 Eric has specialized in comprehensive financial planning and wealth management by working with individuals to design personalized retirement planning, tax-deferred investment strategies, estate planning, and insurance planning. In his commitment to helping people transition from corporate life to retirement, Eric has also worked with many local companies and institutions in the development and management of their retirement Eric is an independent financial advisor serving Southwest Missouri. Since 1985 Eric has specialized in comprehensive financial planning and wealth management by working with individuals to design personalized retirement planning, tax-deferred investment strategies, estate planning, and insurance planning. In his commitment to helping people transition from corporate life to retirement, Eric has also worked with many local companies and institutions in the development and management of their retirement.
Considerations: All fees are determined on an individual basis during the initial complimentary consultation.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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