Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Tax Reduction Strategies
  • Business Succession Planning
  • Legacy Planning
  • Gifting Strategies
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • How can I sell my business?
  • How should I structure the sale of my business?
  • What if my kids don't want to take over my business?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is my buy/sell arrangement set up and funded appropriately?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Austin L. Peterson, CFP®, CLU®,MBA

Comprehensive Financial Planner

(480) 824-4102

[email protected]

A veteran of the financial services industry, Austin Peterson has dedicated his career to helping clients achieve greater financial independence. With over 18 years of experience, his extensive background includes working at leading...

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Alyse Sauvageau

Practice Manager

480-824-4094

480-824-4088

[email protected]

In her capacity as practice manager, her duties include but are not limited to account servicing, implementation, designing of financial plans and renewals, and client relationship manager (CRM). She is also responsible for successful...
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Chrysta Gregson

Administrative Assistant

801-930-6453

801-998-4101

[email protected]