I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the f...
I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts. He is very knowledgeable and offers his honest opinion and feedback. I ask a lot of questions and he is always willing to answer them. My life has changed over the years with marriage, children, home buying/selling, etc. He helped me create a plan to stay on track while I achieve my financial goals. He is always keeping me accountable and helping me to be financially independent quicker than I would have on my own. With his knowledge in all things financial, it is only natural that he is also guiding me with my tax planning. I really appreciate the way he and his team provide tax projections throughout the year so that when they prepare and file my return, I am on track with no surprises. It's great t
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