We are your Go-To Resource for Business, Estate Planning Strategies, Retirement, and Investment Planning:
- Intellectual Capital
- Process
- Advanced planning techniques for business owners and high net-worth individuals
Specialized credentials in the following areas:
- Chartered Life Underwriter® (CLU®)
- Certified Business Exit Counselor® (CBEC®)
- Certified Exit Planning Advisor® (CEPA®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- Austin Peterson is a CERTIFIED FINANCIAL PLANNER™ professional
We work with a group of professionals to help give you the most researched solutions to fit your business and personal goals. We collaborate with other advisors to understand your specific needs and present options to put you in charge of making decisions.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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