Retirement Income Source
At Peason Financial Group, we know that managing your money wisely means being knowledgeable about all your options. That’s why we place a heavy emphasis on financial education. This focus on education, along with our more conservative approach to planning and saving for retirement, led us to become part of the Retirement Income Source franchise. As a Retirement Income Source firm, we are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $3 billion in client assets.
What This Means for You, Our Loyal Clients:
As part of Retirement Income Source, the team at Peason Financial Group is more committed than ever to providing you with the outstanding service and individualized attention you’re accustomed to.
Our Mission
We specialize in teaching clients in retirement and approaching retirement how the world of income-generating investment instruments and strategies can be used to help them meet their current financial needs, achieve their long-term financial goals, and avoid common retirement-planning mistakes. Our goal is to help you enjoy a lifetime of greater financial stability.
Our Process
We’ll assist you in identifying and reaching your financial goals. We follow a seven-step educational process that helps you identify your objectives and develop the strategies to help you reach those goals.
Sign up for our Free Educational Video Series
Click here to preview a short, animated video about the dangers of becoming overconfident in the amount you’ve saved for retirement, and the importance of having the right investment strategy regardless of the size of your nest egg. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.