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David W. Peterson, CFP®

Integrated Retirement Strategies

17780 S Anderson Road
Oregon City, OR 97045-7010
Phone: (503) 327-5592
Fax: (503) 336-7213

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.