Financial Planning

Developing a financial plan can help you achieve your goals for today, and ensure your legacy for tomorrow.

One of the major financial risks that many families and individuals will face is outliving their money.  Doug Peterson can help you build a plan that will achieve your financial goals, whether its developing a child's educational savings plan, meeting a target retirement date, or simply paying off debt.  By applying the experience gained from 20+ years of corporate finance, Doug Peterson will help you develop a plan that is achievable and satisfies all of your goals.