Eric K. Peterson, CFP®

Peterson Wealth Advisors

Phone: (417) 887-4950
Fax: (417) 897-4931
E-mail: eric@PetersonWealthAdvisors.com

Peterson Wealth Advisors
“Investing With Integrity”
 
Eric is an independent financial advisor serving Southwest Missouri.  Since 1985 Eric has specialized in comprehensive financial planning and wealth management by working with individuals to design personalized retirement planning, tax-deferred investment strategies, estate planning, and insurance planning. In his commitment to helping people transition from corporate life to retirement, Eric has also worked with many local companies and institutions in the development and management of their retirement plans.
 
Eric is a valued contributor and member of Integrated Financial Group (IFG), a financial planning consortium, comprised of over 40 independent advisors with an average of 19 years experience. Members voluntarily share ideas to help better each other’s practices.
 
He obtained his professional designation as a Certified Financial Planner™ from the College of Financial Planning in Denver, Colorado in 1992.  A member of the financial planning industry’s national organization, the Financial Planning Association (FPA), Eric stays current on retirement, investment, and planning issues through his participation in the FPA’s regional chapter, the FPA of Greater Kansas City.
 
Using Securities America, Inc., member FINRA/SIPC, one of the largest independent broker/dealers, Eric has been able to help his clients work towards their financial solutions/goals.
 
Away from the office, Eric is committed to his volunteer work with The Springfield Workshop, Inc., and is currently serving as Chairman of its Board of Directors.  He is a member of the Springfield Area Chamber of Commerce, active in his church, and on occasion, you can find him sailing on Lake Stockton or in the ocean.