Helping You Make Sense of Your Money.
At The Peterson Group, we believe financial planning shouldn’t feel complicated or cold. We help you understand your options and make confident decisions about how to safeguard what matters most.
It’s Not Just About Money— It’s About Meaning.
At the end of the day, what we do isn’t about charts and spreadsheets — it’s about people.
The Peterson Group exists to take the confusion out of your financial decisions and replace it with clarity and confidence. Whether you’re starting over, planning ahead, or finally ready to align your money with your goals, we’re here to make the process simple, transparent, and built around you.
Hi! I’m Theresa.
Hi, I’m Theresa — founder of The Peterson Group and your straight-talking guide to making money make sense.
After nearly 20 years in the insurance and financial services world, I’ve seen how confusing this space can feel. My goal? To take the overwhelm out of your decisions and replace it with clarity, confidence, and real understanding.
I started The Peterson Group because I saw too many people doing “all the right things” and still feeling unsure if they’d ever be truly protected. I wanted to create a place where people could get honest guidance, practical strategies, and a little peace of mind — all without the jargon or sales pressure.
When we work together, you’ll understand your options, feel confident in your choices, and know that every step we take is designed to help you build the life you want — not just prepare for the one you’re afraid of.
“Always keep your future in your own hands.”
- Grandma
Our Values
Clarity Over Jargon
We believe everyone deserves to understand how their money works — no confusing terms, no talking over your head.
A Little Sass Goes
a Long Way
We take your future seriously, but we don’t take
ourselves too seriously.
A little humor keeps things human.
People Before Products
Insurance and annuities are tools, not solutions on their own. What matters is how they fit your goals, your family, and your lifestyle.
Guidance Through Life’s Curveballs
Divorce, retirement, loss — life changes, and so should your strategy. We stay with you through every season, helping you adjust with confidence.
Look Beyond
“Traditional”
We believe in reimagining what insurance
and annuities can do — helping you use them in modern, flexible ways that fit your real life.
Big Goals Build Better Futures
At The Peterson Group, we help you see the big picture, make confident decisions, and build a future that feels steady, secure, and yours.
Whether you’re starting fresh, making a comeback, or planning your next chapter, we’ll help you stay focused on what matters most — and make sure your strategies keep up with your life.
Because at the end of the day, it’s not just about having a plan.
It’s about creating a future you’re excited to live.
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.