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Tom Peterson Headshot

You did not make it to where you are today by accident.  You found good teachers and mentors and learned what you needed to learn. You kept your nose to the grindstone and worked really hard.  You made good decisions along the way.  Now, you've reached a point where the time is right to take a minute, look up from your work, and recognize all the success you have achieved both in your career as well as financially. It is time to take stock and plan carefully for what is next.

Do you have a financial mentor? Are you making good decisions with your money or are there things you could be doing better in terms of managing your finances?  Are there strategies you are not even aware of which could help you protect your family, reduce your tax exposure, and grow the wealth you've worked so hard for?

In my 22 years as a CERTIFIED FINANCIAL PLANNER™, I have worked with many successful people to help ensure they are just as successful in managing their money as they were in earning it.  I truly enjoy helping my clients make smart decisions and confidently plan the “next steps” in their financial journeys.  I look forward to helping you discover the peace of mind a solid financial plan will give you too. Scheduling an introductory meeting will give us a chance to see if we are a good fit to work together which you can do using my Calendy App below.