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Roger Peterson (CFP®)

Roger Peterson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial planning involves much more than investing and asset allocation. I work with clients to define their short and long term goals, determine if they are on track to meet those goals and ensure they are invested within their risk tolerance. In addition, a broad-based financial plan includes a tax review, risk (insurance) assessment, and estate planning review and advice. A written financial plan helps clients implement the recommendations and builds confidence in their future.

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Additional Information

I believe everyone should have access to financial advice, regardless of income or asset level. As an hourly, fee-only Financial Planner, I don't require any net worth or investable asset minimums. I work with clients on an hourly, fee-only basis, meaning I do not sell financial products and I do not accept commissions of any kind. I feel this minimizes conflicts of interest. Services range from broad-based plans to real-time planning to answer a small set of very specific questions.

NAPFA Start Date

December 01, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

543 Robert Ct Hastings, MN 55033-8825 Phone: (507) 298-5515
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