Crossville Financial Advisor and CFP®
Peterson Wealth Advisory (PWA) is an independently owned Registered Investment Advisor (RIA) firm in Crossville, TN. I am the owner, a Certified Financial Planner™and a member of the National Association of Personal Financial Advisors (NAPFA). PWA is the only member of NAPFA in the triangle between Knoxville, Nashville and Chattanooga.
Raising Twins While Becoming a CFP®
For me, becoming a CFP® started when my wife was pregnant with twins. During the nearly three years of CFP prep I was starting my business, studying, taking exams and feeding a baby girl in each arm!
Retirees End of Year Planning
It is less than two months until 2017 is over and before that all of the holiday happenings will be here. Now is the time for retirees to tackle certain financial issues and opportunities for this year and next.