Eric Peterson

Founder of Peterson Financial Group

Founder of Peterson Financial Group, Eric Peterson, has dedicated over 20 years of his life to educating and assisting retirees and pre-retirees of Central Iowa on how to plan for and protect their financial future. An advocate for comprehensive financial and retirement planning, Eric ensures that all components of a client’s financial affairs work in collaboration, producing the best possible outcome. He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary monies are “falling through the cracks.” Developer of a proprietary 4-Step Review process, Eric utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, tax and risk exposure. Eric is a Registered Financial Consultant (RFC), earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in the Special Issue, 2014 Investment Guide, of Forbes Magazine in December 2013 as one of the Midwest’s most trusted and experienced financial leaders. He is an instructor for the Financial Educators Network, which teaches financial education at 300 colleges and universities across the country. Eric is an active member of the Ed Slott Master Elite IRA Advisors Group. This year-round program, taught by Ed Slott himself, continuously educates Eric on IRA planning, distribution strategies and current tax laws – a highly specialized area. When not helping clients increase their confidence about their financial futures, Eric enjoys spending time with his wife of 21 years, Teresa, and their two children, Travis and Natalie, cooking great meals for them and playing golf. They reside in Ankeny, Iowa, and are proud to have raised their family in that community.

Preparing for the Back Nine of Life

Publication Date: February 2015

Are you nearing retirement and looking for the confidence to take that next step? Most of us hope to retire someday, and we want to have the assurance that we’ll be able to live comfortably and continue supporting our family. We want to know that the work we’ve done throughout our lives will pay off in the end. And we also want to ensure that we provide our family with any remaining assets after our death. In this book, retirement financial advisor Eric Peterson offers advice and techniques to the soon-to-be retiree. He covers a variety of topics, including:

• Financially and mentally planning for retirement
• Shifting from accumulation to income and preservation of assets
• Organizing documents and managing spending patterns
• Who to go to for retirement advice and what questions to ask
• Risks that can impact retirement
• Taxes and what can be done about them
• Hidden fees
• Pensions and Social Security
• Health-care costs and insurance
• Estate planning and leaving a will

Are you completely ready for retirement? If your answer is yes, this book may not be for you. But if you have even a shred of doubt, Eric’s advice can help you consider things you may not have even known about. You have a right to live the rest of your life in peace and comfort.

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