The Services We Offer (That You Didn’t Know You Needed)

Most people assume all financial advisors offer the same services, but that couldn’t be further from the truth. From taxes to Social Security, Medicare to estate planning, the depth and quality of your advisor’s services can make or break your retirement plan. In this episode, Eric walks through the often-overlooked services a true, holistic advisor should provide and why they matter.

Here’s some of what we discuss in this episode:

🧾 Tax-smart withdrawal planning

📅 Social Security & pension timing guidance

🩺 Medicare plan support through trusted referrals

🏠 Estate planning connections that speak your language

💼 401k optimization and strategies

Get in touch with the Peterson Financial team: https://petersonfg.com/