Brian Peterson

3 weeks ago | wealthtender.com | Brian Peterson

About Brian K. Peterson, CFP®, CPWA®, MBA Hi, I'm Brian Peterson. As a life-centric financial planner, I'm focused on your peace of mind as much as (if not more than) your financial prosperity. The moment when I get to see my clients sit back, relax in their chair, and realize that they are going to be okay always fills me with a sense of duty, purpose and pride. Those feelings keep me motivated to guide my clients through the process of achieving their financial goals and life dreams.

1 month ago | wealthtender.com | Brian Peterson

As children head off to college or start their careers, parents face a major life transition of their own: becoming empty nesters. Adjusting from a full house to an empty one requires thoughtful preparation. Many young adults face barriers to independence and may return home temporarily or need additional support to gain their footing.

Nov 11, 2024 | thefoothillsfocus.com | Brian Peterson

Homelessness can feel overwhelming and too complicated to solve. In Maricopa County, it’s a topic that touches nearly every neighborhood. The conversation around homelessness — especially during an election year — is often polarized. Some say homelessness is unavoidable, others see it as a personal choice and a few even see it as a necessary situation for some people. But this November, during National Homelessness Awareness Month, it’s time to change that narrative. Homelessness is solvable.

Nov 2, 2024 | yourvalley.net | Brian Peterson

HOM, Inc.’s Threshold program has been helping people find and secure housing in Maricopa County since it was launched in 2022. Photo courtesy of HOM, Inc.

Jul 19, 2024 | wealthtender.com | Brian Peterson

How much money is enough to support your lifestyle both now and in retirement? For blended families, financial planning can be especially challenging, as it typically involves integrating finances and adjusting to new financial goals. Understanding how much you need for retirement is crucial to maintaining the lifestyle you and your family desire.