Peterson Financial Group, Inc.

Peterson Financial Group serves individual and high-net-worth clients, offering retirement income planning, ongoing discretionary investment management, and integrated financial planning. The firm’s services include portfolio management using equities, ETFs, and mutual funds, guidance on insurance and annuity products, and a complimentary initial consultation for prospective clients.

The firm’s investment process centers on a four-step Retirement Readiness Review — income gap analysis, risk analysis (including a behavioral analytics tool and a Nitrogen-based risk score), survivorship analysis, and tax-bucket analysis — to build client profiles and guide asset allocation. Portfolios are typically implemented through model managers accessed via a third-party platform, with ongoing oversight and at least annual reviews.

Compared with many peers, Peterson Financial Group sponsors its own wrap-fee program and acts as a sponsor for donor-advised funds while also advising on private fund investments, features highlighted in the brochure. The firm also discloses participation in third‑party model and platform arrangements, notes receipt of travel/marketing reimbursements tied to product sponsors and training events, and indicates it advertises third‑party ratings in its materials, which are less common among similar-sized supported firms.