Put Your Money Where Your Goals Are.
Smart insurance and annuity solutions that put your money to work for the life you want.
Your 2am Google Spiral Isn’t a Financial Plan.
You’ve done your part—saved, invested, played by the rules—but the old plan won’t cut it anymore. The Peterson Group helps you build a modern strategy that actually protects your future.
Do Any of These Sound Familiar?
“I don’t want to work for the rest of my life.”
“Am I really saving enough for the future?”
“I thought I had a plan, but I wasn’t sure it was really enough.”
“What happens if Social Security doesn’t hold up?”
“After my divorce, I didn’t even know where to start.”
“I need options that make sense for my goals, not just a cookie-cutter strategy.”
Life Doesn’t Come With A User Manual, But Your Money Can.
At The Peterson Group, we help you create financial strategies that are simple, steady, and built around what matters most to you.
A Plan That Makes Sense
We’ll sit down and talk through your goals in a way that actually makes sense. We’ll show you how tools like annuities and long-term care fit into your picture so you walk away with a plan that feels simple, doable, and built for you.
Security in a Roller-Coaster Market
We focus on steady, recession-resistant strategies that are designed to create steady income. We’ll walk you through the “what ifs” so you understand the trade-offs, and together we’ll pick a path that lets you sleep at night—even when the market feels wild.
Someone In Your Corner
(Who knows your kid’s name AND your dog’s.) We stay close, checking in and making adjustments as your life changes. We learn your story, your family, and your goals so every recommendation fits the real life you’re living, not a generic template.
About The
Peterson Group
At The Peterson Group, we believe financial strategies should be simple, steady, and built around what matters most to you. Our mission is to help people move beyond guesswork and create strategies that support real life, not just retirement.
Behind the name is Theresa Peterson — founder, financial guide, and straight-talker with nearly 20 years in insurance and financial services. Theresa has walked alongside clients through divorce, widowhood, and retirement, bringing both expertise and empathy to every conversation. She’s known for cutting through the jargon, re-imagining tools like annuities and insurance into modern strategies, and keeping things refreshingly real.
When you work with The Peterson Group, you’re not getting a cookie-cutter plan. You’re getting a guide who knows your goals, your story, and maybe even your dog’s name — and a strategy designed to fit the life you actually want to live.
Your Next Steps Are Simple
1. book a call
We’ll start with a conversation about where you are now and what’s keeping you up at night.
2. Discover Your Goals
Using The Peterson Group Goal Assessment, our signature process, we’ll uncover what truly matters to you and how your money can support it.
3. Align Your Money
With your goals clear, we’ll create a personalized strategy — from annuities to long-term care — that puts your money to work for the life you want to live.
More Than a Safety Net
Most people think of annuities and insurance as boring “someday” products.
We flip the script, showing you how to use them as living, flexible strategies that protect your future and support the life you’re building right now.
Insurance Planning
Protect what matters most with strategies that adapt as your life changes.
Fixed & Indexed Annuities
Explore steady, recession-resistant options to help create income you can count on.
Long-Term Care Strategies
Plan ahead for life’s curveballs with solutions designed to safeguard your independence and peace of mind.
Your Future Deserves More Than Guesswork
You deserve clarity, confidence, and a future that feels like your own.
You don’t have to figure this out alone — I’ll walk you through your options, step by step.
Take The Peterson Group Goal Assessment
Download our free financial Goal Assessment — a simple tool that helps you uncover what really matters for your future and how your money can support it.