Peterson Financial Group

Peterson Financial Group

Formed in 2008, Peterson Financial Group is an Iowa-registered investment adviser led by founder Eric Peterson. The firm focuses on individual and high-net-worth clients in the Des Moines area, with a service model built around retirement readiness and tax-conscious planning. Peterson Financial Group's deployment centers on retirement-income strategies. The firm uses a proprietary four-step process — tax return review, income analysis, risk and fee analysis, and estate plan review — to develop a written investment plan for each client. Product emphasis leans toward annuities, as shown by the firm's dedicated guide, 'How to Create Income in Retirement,' which addresses annuity withdrawal options. Client outreach runs through live events and the 'Retirement Ready' podcast, broadcast Sundays on WHO Newsradio 1040. Eric Peterson is the sole named principal. There are no disclosed team-size figures, additional offices, or vehicles beyond the core advisory entity. The firm publishes Peterson's book, 'Preparing for the Back Nine of Life: A Straightforward Guide to Getting Retirement Ready,' as a marketing tool for prospective clients. Peterson Financial Group's structural differentiator is its direct-to-consumer media loop: a local AM-radio show and live-event pipeline that feeds a broad audience of retirees into a tax-and-estate planning funnel. This bypasses traditional institutional channels entirely.