Planning Makes a Difference

Planning Makes a Difference

5 reasons why you should work with Christopher Peterson, Certified Financial Planner™ to create a retirement plan:

  1. Focus goals in retirement and how you will pay for them.

  2. Address your concerns and expectations for retirement.

  3. Identify things that could pose a threat to your retirement and manage them.

  4. Feel more educated, confident and in control of your financial future.

  5. To help you navigate the complexity of financially moving into retirement.

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Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals - it’s about how you feel and what you want.

Working with a Certified Financial Planner™ that understands your retirement goals can help you create a plan to make the most of your money now and in retirement. I help people address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits. With my many years of experience, knowledge and training along with great financial planning software, clients are better able to gauge the likelihood of achieving their goals.

Find out now if you can achieve your retirement goals.

Having a Financial Plan Makes Sense

Having a Financial Plan Makes Sense

Raising Twins While Becoming a CFP®

Raising Twins While Becoming a CFP®