Brian Peterson

2 weeks ago | wealthtender.com | Brian Peterson

It’s hard to imagine that just 15 years ago, the phrase “there’s an app for that” changed the whole smartphone landscape. Considering the sheer volume of apps available for all kinds of devices today (phones, tablets, e-readers, smart TVs, computers, and more), it should come as no surprise that even your financial life can benefit from recent advancements in technology.

1 month ago | wealthtender.com | Brian Peterson

Pursuing your financial goals isn’t about reaching a single endpoint—it’s about committing to steady progress along a path that’s often unpredictable. As you and your spouse continue building a beautiful life for your blended families, the road to financial success is rarely going to follow a straight line. Instead, it’s filled with unexpected turns, challenges, and opportunities.

2 months 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.

2 months 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.