Peterson Financial Group

What Peterson Financial Group does

Peterson Financial Group is an independent financial advisory firm operating as Peterson Financial Group, Inc., a Registered Investment Adviser based in Des Moines, Iowa. Founded by Eric Peterson, the firm serves individual retirees and pre-retirees in central Iowa — including the Des Moines metro communities of Ankeny, Johnston, and West Des Moines — through a suite of retirement planning, wealth management, and insurance services. Core offerings span Retirement Income Strategies, Wealth Management, Annuities, Investments, IRA/401(k) Rollovers, Asset Protection, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA Legacy Planning, all organized around a proprietary 4-Step Evaluation Process (Tax Return Review, Income Analysis, Risk and Fee Analysis, Estate Plan Review) that produces a written investment plan for each client.

The firm operates a fee-based RIA model combined with commission-based insurance product sales (annuities and life insurance). Technology infrastructure consists of the Orion Advisor client portal for account access and a risk tolerance assessment tool; no proprietary platform is disclosed. GTM is sales-led and event-driven, relying on complimentary consultations, educational workshops, and an extensive local media presence that includes a weekly 'Retirement Ready' radio show on WHO Newsradio 1040 AM, a long-running podcast, recurring TV appearances on WHO 13 and FOX 17, and Eric Peterson's 2015 book. The team of approximately 11-50 employees includes credentialed advisors (RFC, RICP) and a Director of Annuity Operations, with senior leadership drawn from Mercer, MetLife, DXC, and Brighthouse Financial.

Name

Peterson Financial Group

Legal name

Peterson Financial Group, Inc.

Website

https://petersonfg.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Peterson Financial Group is an independent Des Moines-based Registered Investment Adviser serving central Iowa retirees and pre-retirees with retirement income planning, wealth management, annuities, life insurance, and tax-efficient strategies delivered through a proprietary 4-step evaluation process.

Ownership category

akta.pro rank

Product category

Retirement Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement income planning
• Wealth management services
• Annuity and life insurance
• Tax-efficient retirement strategies
• Investment advisory services

Headquarters

HQ city

Des Moines

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Peterson Financial Group, Inc., a Registered Investment Adviser. Clients receive ongoing portfolio management and financial planning guidance.
2. Insurance Products (Annuities & Life Insurance): Commission-based revenue from sale of annuities and life insurance products. Annuities provide guaranteed income streams backed by issuing insurance carriers; life insurance offers asset protection.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Peterson Financial Group is an independent financial advisory firm that helps retirees and pre-retirees create comprehensive retirement strategies through a proprietary 4-Step Evaluation Process, resulting in written investment plans. Core offerings include wealth management, retirement income strategies, annuities, life insurance, investments, IRA/401(k) rollovers, asset protection, tax-efficient strategies, long-term care strategies, and IRA legacy planning. The firm operates as a Registered Investment Adviser under a fiduciary standard and supplements advisory services with educational content via radio, podcast, and authored book.

Product overview

Peterson Financial Group is an independent financial advisory firm offering a comprehensive suite of retirement planning services centered around their proprietary 4-Step Evaluation Process (Tax Return Review, Income Analysis, Risk and Fee Analysis, Estate Plan Review). Their core offerings include Wealth Management, Retirement Income Strategies, Annuities, Investments, and IRA/401(k) Rollovers, complemented by Asset Protection, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA Legacy Planning. The firm also provides educational content through the Retirement Ready Podcast, the Retirement Ready Radio Show on WHO Newsradio 1040, and Eric Peterson's book 'Preparing for the Back Nine of Life.' They operate as a Registered Investment Adviser using a fiduciary standard of care. Additional tools include a Tax Bill Calculator for retirement tax estimation.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Integrated wealth management platform combining investment management, financial planning, and retirement planning services based on client circumstances and goals, offered by Peterson Financial Group, Inc., a Registered Investment Adviser.
• Retirement Income Strategies Comprehensive retirement income planning designed to help retirees create sustainable income streams throughout retirement, including Social Security optimization guidance.
• Annuities Insurance-based retirement products providing guaranteed income options for retirees, including annuity application processing and customer service backed by issuing insurance carriers.
• Investments Investment products and strategies including IRAs, 401(k) rollovers, and diversified portfolio management for retiree and pre-retiree clients.
• IRA/401(k) Rollovers Guidance on consolidating old employer retirement accounts into IRAs for better management and coordination of retirement savings.
• Asset Protection Strategies to protect accumulated retirement assets from potential creditors and market downturns.
• Life Insurance Life insurance products for income replacement, estate planning, and legacy goals offered through third-party carriers.
• Tax-Efficient Strategies Tax planning and optimization strategies including tax return review and tax-efficient withdrawal strategies to lower or eliminate certain taxes.
• Long-Term Care Strategies Planning for potential long-term care needs and associated costs in retirement.
• IRA Legacy Planning Estate and legacy planning strategies for transferring IRA assets to beneficiaries efficiently.
• 4-Step Evaluation Process Proprietary planning methodology covering Tax Return Review, Income Analysis, Risk and Fee Analysis, and Estate Plan Review that culminates in a written investment plan tailored to each client's goals.

Quantifiable outcome

• Written investment plan provided to every client after 4-step evaluation process
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Ed Slott and CompanycoreStrategic or Co-development Partner · 1 January 2017Ed Slott and Company educates financial professionals on the complexities of IRAs so they are equipped to navigate clients through tax and distribution planning. Since 2017, Eric has been a member of Ed Slott's Master Elite IRA Advisor Group. He trains on an on-going basis with Ed Slott and his team of IRA professionals, completing requisite training, attending semiannual workshops and webinars, and taking mandatory exams. Peterson Financial pays a fee to be part of this group.
• Financial Educators NetworkcoreStrategic or Co-development PartnerEric Peterson is an instructor for the Financial Educators Network, which teaches financial education classes at 300 colleges and universities across the country. This partnership positions Eric as a thought leader in financial education while benefiting from the network's distribution reach.
• Better Business BureauminorGTM or Marketing PartnerBBB helps people find verified, unbiased information and sets standards for ethical business behavior. Peterson Financial Group pays a fee to be an Accredited Business meeting BBB's high standards.
• Professional Referral NetworkminorChannel Partner/ Reseller/ DistributorFirm refers clients to professionals for trusts, probate, charitable giving, estate planning, and tax planning services. The firm does not receive direct compensation in return for referrals. Clients independently evaluate and choose their own professionals.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/EPetersonFG
• Facebookfacebook.com/petersonfg
• LinkedInlinkedin.com/company/peterson-financial

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peterson Financial Group