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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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