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
- 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.
NAPFA Start Date
December 01, 2020