Eric Peterson

About

An advocate for comprehensive financial and retirement planning, Eric ensures that all components of a client’s financial affairs work in collaboration, producing the best possible outcome. He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary monies are “falling through the cracks.”

Developer of a proprietary 4-Step Review process, Eric utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, tax and risk exposure. Eric is a Registered Financial Consultant (RFC), earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in the Special Issue, 2014 Investment Guide, of Forbes Magazine in December 2013 as one of the Midwest’s most trusted and experienced financial leaders.

He is an instructor for the Financial Educators Network, which teaches financial education at 300 colleges and universities across the country. Eric is an active member of the Ed Slott Master Elite IRA Advisors Group. This year-round program, taught by Ed Slott himself, continuously educates Eric on IRA planning, distribution strategies and current tax laws – a highly specialized area.

When not helping clients increase their confidence about their financial futures, Eric enjoys spending time with his wife of 21 years, Teresa, and their two children, Travis and Natalie, cooking great meals for them and playing golf. They reside in Ankeny, Iowa, and are proud to have raised their family in that community.