Our Mission Statement

At Peason Financial Group, we are committed to 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.

We help you understand the basics of investing; the importance of financial defense; the essential facts about market history; what you need to know about interest rates, bond funds, and strategic investing, and the difference between income and cash flow.

We help you avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpayment of taxes, and lack of catastrophic health care planning.

At Peason Financial Group, our objective is to steer you on a course toward a lifetime of greater financial stability through more conservative, income-generating financial strategies.

Our focus is servicing the needs of retirees and pre-retirees. We specialize in more conservative investment strategies that help minimize risk and produce income. No two investors are alike. We’ll get to know YOU in order to determine how much risk is appropriate for YOUR situation, and then find the optimal asset allocation that will help YOU meet YOUR goals.


Our 7 Steps

Our Seven-Step Educational Process:

  1. Identify Your Objectives & Strategies - There is no "one size fits all" approach to financial planning. No two situations are alike. We work with you to identify your individual goals and objectives and help you create a financial strategy specifically designed to achieve them.
  2. Determine Your Risk Profile - How much of your money should be invested for growth in the stock market? How much should be invested in more conservative options? We believe in helping you stay within your comfort level rather than chasing short-term market returns.
  3. Understand All of Your Options - Many advisors are not willing to spend the time to educate their clients. We believe an informed client is a good client. We believe peace of mind comes from understanding all your financial options and making informed decisions.
  4. Build Your Income-Based Portfolio - Your personal preferences, as well as your cash flow needs, are just some of the factors that determine your investment allocation. In building your model, we will educate you about today's wide range of conservative income-generating investment options, so you can make informed decisions.
  5. Optimize Your Investment Allocations - If desired, we will help you allocate the equity portion of your investments in conjunction with modern portfolio theory and mean-variance optimization.
  6. Identify Tax Reduction and Catastrophic Preservation Strategies - Once your investment allocation is completed, we’ll help you coordinate your personal affairs. Our focus is on helping minimize taxes, as well as helping to potentially protect you and your assets from healthcare catastrophes.
  7. Schedule Regular Periodic Reviews - Lastly, we know from experience that regular reviews will help you "stay the course". Our firm's success, in large part, comes from an emphasis on client service.