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Carney Peterson Wealth Management Group
Our Team
There are pools of unknowns that revolve around one recurring question: “Can I afford to live the life I want with the money I have?”We show clients how to retire and worry less about it.We begin by understanding your vision. We explore your current state, get an understanding of your goals and expose the barriers to reaching them. From here, we have a clear picture of you, and we can create the right strategy.Our systematic approach to creating retirement income is constructed by using a “bucket” system of your assets. You have the money you need while you use it, while maximizing growth opportunities on the assets that will not be utilized over time. It is a simple formula for success, customized for you.Staying on your path is a collaborative process. We conduct regular reviews of your plan, make timely adjustments as needed and manage the pitfalls that you might not see. A clear view of your future provides peace of mind.You know what the path forward looks likeThe stress of what comes next is lifted.You can live without the specter of uncertainty holding you back.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information