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 Management
- Asset Allocation
- Tax Strategies
- Roth Conversions
- Social Security Planning
- Estate Planning
- Insurance Planning
- Financial Planning
- 401k Planning
- IRA Planning
- Knowledgeable
- Clear
- Practical
- Thorough
- Prepared
- Responsive
- Friendly
- Patient
- Thoughtful
- Professional
- Personable
- Trustworthy
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Gave me information I needed, and verified idea...
Gave me information I needed, and verified ideas I wasn’t sure about. Easy to understand! Will definitely see again when my finances need a second perspective.
I had a very good experience working with Arik....
I had a very good experience working with Arik. I tend to be a DIY person when it comes to my financial and retirement planning, but I wanted a professional second opinion to make sure I was on the right track and wasn’t overlooking anything important. Arik took the time to address all of my questions and areas of concern. He was knowledgeable, thorough, and provided clear, practical advice without trying to overcomplicate things. He also responded to my questions in a timely manner and made sure everything I wanted to discuss was covered. The meeting gave me additional confidence in my retirement planning while also providing some valuable advice and things to consider. I felt the session was time well spent and would definitely recommend Arik, especially to someone who likes to manage their own finances but wants an experienced professional to review their plan and provide guidance.
Exactly what we were looking for
Arik gave clear, practical advice tailored to our specific situation and goals. It was exactly what we were looking for, and I’m sure we’ll meet with him again as we continue our planning.
Exactly what I was looking for!
Exactly what I was looking for, hourly rate, we covered what I wanted, I have homework to do AND I will be a return customer! I had been searching for this typ of service for a long time.
Had a great experience discussing retirement plan.
Had a great experience discussing my financial plans including retirement planning with Arik. Arik provided insights into what is feasible with my current savings, ideal timeline to retire or options to have a comfortable retirement related to financial planning. He also provided options around Roth conversions and SS withdrawals. Arik is straightforward and easy to work with as he explains and cross checks our assumptions to ensure we are taking all into consideration. Thanks Arik
Arik Peterson: 5 Stars
Arik asked good questions and gave clear and succinct advice.
Knowledgeable and Very Helpful - Highly Recommend!
We had a great experience meeting with Arik to discuss our early retirement plans and overall financial situation. He was knowledgeable, easy to talk to, and took the time to really understand our goals. He gave us helpful advice on tax strategies, Roth conversions, investment fees, retirement withdrawals, insurance, and estate planning. We especially appreciated that he explained everything clearly and never made us feel pressured. We left the meeting feeling much more confident about our ability to retire in the next few years. The follow-up email summary was great in providing us with a list of immediate action items. Highly recommend Arik to anyone looking for thoughtful and trustworthy financial guidance!
Insightful, clear, helpful!
Arik was terrific! He’d looked through the materials we sent him and was prepared to respond to our questions. He had questions for us that help clarify our choices for our off-ramp to retirement. He was insightful, clear and kind. We’ll definitely check in with him again in a few years to tune up our model.
Great experience, helpful advice, gave me confi...
Great experience, helpful advice, gave me confidence to move forward with my plan.
Great experience
Arik was extremely friendly, thoughtful, and knowledgeable. He reviewed the materials I provided prior to our meeting, quickly put together a sound retirement portfolio for my new 401(k), and developed a meaningful contribution strategy that aligned with my risk tolerance and retirement goals. He also helped me work through several questions I had regarding investing strategies for my brokerage account, homebuying considerations, and estate planning. He was also very responsive to a follow-up question I had after our meeting. It was a pleasure working with Arik, and I highly recommend him!
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.