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Personal Guidance, Practical Planning

At Peterson Financial Group, everything we do is tailored to suit your needs and goals. We assess where you are in relation to where you want to be, and we provide a practical, personalized plan to help you bridge the gap. We specialize in comprehensive planning, where we examine the big picture and address each area of your financial life, outlining integrated strategies to ensure every element of your wealth is aligned with the life you want to live.

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Financial Planning
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  • Net Worth Analysis

  • Debt Management/Cash Flow Planning

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  • Retirement Planning

  • Investment Planning

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  • Estate Planning

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  • Financial Protection Solutions – Life, Disability, and Long-Term Care Insurance

  • Retirement Planning

  • Investment Planning & Management

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(708) 386-7007
info@tjpeterson.com

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Let's Meet


105 N. Oak Park Ave.
Ste. 2C
Oak Park, IL 60301

Disclosure

Thomas Peterson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #246747), CA (CA Insurance License #0C84121), FL, GA, IL, IN, MA, MI, MO, NC, NE, OH, OR, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Peterson is licensed and authorized to offer insurance in California and Arkansas, but Peterson Financial Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Thomas Peterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 105 N Oak Park Ave Ste 2c, Oak Park, IL, 60301, 708-386-7007. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Peterson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Peterson Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Peterson Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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