Arik Peterson, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Arik
Biografía
I specialize in helping: Pre-retirees (0–5 years out) who want to know if they can retire—and how to do it right. I also enjoy working with DIY investors who want a second opinion on their investment portfolios 401ks, IRA, Brokerage accounts etc. In our work together, we focus on the decisions that actually move the needle: *When can you retire—and what needs to happen first *How to turn your portfolio into reliable income *When to take Social Security (and how it impacts taxes) *How to reduce taxes over time with smart withdrawal and Roth strategies *How to simplify your investments into something you can actually stick with. Some clients come to me for a one-time session to get clarity. Others want ongoing support as they move to and through retirement.
Puedo ayudarte con
Me gusta trabajar con
Lo personal
I started my career in engineering but found investing fascinating. I made a career shift to the financial world early in life and never looked back. I'm married with two teenagers who are complete opposites. One is artsy, the other is sporty. I enjoy mountain biking and fly fishing when not attending my kids' events. My favorite books are How to Win Friends and Influence People by Dale Carnegie, On the Road by Jack Kerouac, and Poor Charlie's Almanac by Charlie Munger, Grover Gardener.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Planning
- Portfolio Allocation
- Tax Planning
- Roth Conversions
- Social Security Planning
- Estate Planning
- Insurance Planning
- Financial Independence
- Cash Flow Planning
- Debt Management
- Budgeting
- Knowledgeable
- Friendly
- Thoughtful
- Clear
- Practical
- Thorough
- Prepared
- Patient
- Professional
- Personable
- Attentive
- Honest
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My situation was unique, and Arik had solutions
My situation was unique, but Arik was quick with some great ideas I had not thought of. He is friendly and knowledgeable. Not pushy, and no sales pitches of any kind. Refreshing to see in a financial advisor. I liked him so much, I agreed to hire him con a quarterly basis to keep me on track and to have a sounding board for the future. I highly recommend.
So helpful!
I am retiring in less than a year and have been going in circles trying to sort through the complexities of transitioning to retirement. Arik was friendly, prepared, positive, and a great communicator. He shifted my perspective on some decisions I was contemplating. Following his advice is likely to improve my financial situation for decades to come. He suggested actionable strategies and provided a well-organized to-do list in his meeting summary. I met with him yesterday and have already implemented several of his suggestions. He was that clear! I will book with him again should the need arise and send friends his way in the meantime.
Great for retirement planning
Arik is a great resource for retirement planning. He helped validate my plan with great insight and suggestions. I will definitley be talking to him again.
Very helpful
Very helpful
Our session with Arik was everything we wanted ...
Our session with Arik was everything we wanted and hoped for. He was prepared, knowledgeable and a real pleasure to talk to. He followed up with notes about what we discussed so we didn't need to scxribble notes or rely on our memory. I feel so much better about our situation after talking with a professional who only had my needs in mind. I have already recommended him to several friends. Thank you Arik and Nectarine for providing a truly valuable service.
Arik was so knowledgeable and made the most of ...
Arik was so knowledgeable and made the most of the hour. I came in with a specific goal and question and left with a clear answer and actionable steps, along with even more knowledge and advice for next steps to take. He was kind, professional and understanding of the place I was in financially. I would highly recommend him!
excellent advice
I was very impressed by the quality of the advice provided by Arik during this one hour session. He went above and beyond the purpose of the meeting and really looked at the full picture. His advice was straightforward and actionable. I would definitely recommend Arik and will likely consult with him again in the future.
Money well spent
Arik was so solid. He was well-prepared and insightful. He asked the right questions and listened to our thoughts and input. He wasn’t dead set on one investment style. We brought a unique investing strategy to our meeting. Arik listened, shared his honest opinions and was able to pivot when faced with an unexpected and difficult scenario. We appreciated his frankness. He shared strategies that aligned with his beliefs and encouraged us to explore those types of values in our investing so our decisions matched our hopes and dreams. We left with some great takeaways. It was money well spent.
Insights into Social Security and Retirement
Arik provided very helpful insights into the current Social Security program as well as considerations for the future of Social Security. The discussion of my retirement plans was also very helpful.
Arik was a great help with our retirement goals...
Arik was a great help with our retirement goals and planning. He is very flexible with meeting times.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.