Peterson Wealth Advisory helps you identify, consider, and comprehensively manage the information, the risks and the opportunities that are relevant to your unique circumstances and objectives. Comprehensive wealth management requires an on-going understanding of what is important to you and your family, the ability to obtain clear advice, the proper use of an array of financial and investment solutions, and the effective implementation and coordination of all these moving parts.
- Discretionary Investment Management
- Tax Planning
- Cash Flow Management
- Risk Management (insurance)
- Employee Benefits
- Education Planning
- Estate Planning
- Healthcare Planning
- Wealth Transfer
Should you need assistance in drafting estate-planning documents, we will refer you to a qualified attorney if you not already have one. If we recommend you purchase insurance, we will refer you to a qualified agent or broker if you do not already have one. We make these referrals only as a service to you. We do not pay or receive any referral fees.
Asset Allocation is the most important aspect in investment management. The amount of risk, the amount of return and tax implications are determined by what your money is invested in. We need to understand how much risk you are willing to take and look at all your financial assets to make sure they are working together to accomplish your goals. We implement investment plans primarily with passive index funds because of their low internal costs and historical performance record.
- Financial Planning
- Detailed inventory of your assets
- Advice for outside accounts (401(k), Stock options, etc.)
- Risk assessment
- Proactive client service
- Investment Policy document
- Diversification and asset allocation strategy
- Portfolio construction, management, and monitoring
- Tax-efficient investing
- Asset rebalancing
- Regular contact and quarterly reviews
Peterson Wealth Advisory will help you gain peace of mind as you prepare for and transition into retirement. We will evaluate all of your accounts including employer retirement plans so they coordinate with your goals and personal financial plan. Once retired, we will follow a disciplined plan to maximize cash flow, protect assets and the transfer of assets to future generations.
- Review cash flow and expenses
- Strategies to lower taxes
- Allocation of investments
- Investment expenses
- Evaluate the effect of inflation and taxes
- Evaluate life and health insurance needs
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