Clarity Starts with the Right Questions.
Our signature Peterson Group Goal Assessment helps uncover what really matters — so your strategy is built around your goals, not just your numbers.
This Isn’t a Buzzfeed Quiz, It’s About Your Life.
You’ve seen the quizzes — “Find Out Your Hogwarts House,” “Which Taylor Era Are You?” Fun, sure, but not exactly life-changing.
The Peterson Group Goal Assessment isn’t that. It’s a real conversation designed to uncover what actually matters when it comes to your money and your future.
No trick questions. No personality types. Just a straight-up look at your goals, what’s working, and what needs attention — so you can make confident decisions about what comes next.
Our Process
How To Go From “I Hope So” to “I Know So”
1.
Start the Conversation
What we’ll do:
A relaxed, 30–45 minute call to talk about what’s on your mind: goals, worries, timelines, and the life you want.
We’ll translate all the “shoulds” swirling in your head into a few clear priorities.
What you’ll bring (optional):
A rough idea of your goals (retire earlier? protect income? plan for care?).
Any big life changes (divorce, career shift, new grandbaby) we should factor in.
You’ll leave with:
A sense of “okay, this is doable.”
A short summary of your top priorities in language that actually makes sense.
2.
Get Clear on Where You Stand
What we’ll do:
Walk through the Peterson Group Goal Assessment—a guided set of questions that connects your goals to practical reality.
Review what’s already in place (policies, savings, employer benefits) and where gaps or overlaps might exist.
Talk about comfort levels: steady vs. flexible, today vs. later, independence vs. support.
This is not:
A personality test.
A sales pitch.
Homework you’ll dread.
You’ll leave with:
A one-page Goal Snapshot: your “why,” key priorities, and the guardrails we’ll use to shape your strategy.
3.
Align Your Goals with the Right Tools
What we’ll do:
Explore insurance planning, fixed & indexed annuities, and long-term care strategies—in clear, easy-to-understand language.
Walk through “what-ifs” together (market swings, health events, income timing) and the trade-offs of each option.
Map options to your priorities: protection, predictability, flexibility, or legacy.
You’ll leave with:
A simple menu of fit-for-you choices—no jargon, no overwhelm.
Clarity on how each option supports your goals now and later.
4.
Put the Strategy in Motion
What we’ll do:
Turn your choices into a step-by-step action plan.
Handle the paperwork without the eye-glaze.
Check in and adjust as life changes—because strategies shouldn’t be set-and-forget.
You’ll leave with:
A clear path forward and a partner who knows your goals (and yes, your dog’s name).
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 — without the stock market roller coaster.
Long-Term Care Strategies
Plan ahead for life’s curveballs with solutions designed to safeguard your independence and your family’s peace of mind.
Ready to Turn ‘Someday’ Into a Solid Plan?
FREquently asked questions
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Typically 1–2 conversations to get clear, then we move at your pace
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Helpful, not required. We can start with a conversation and gather details as we go.
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Nope. We design strategies for life transitions, income needs, and protecting independence—today and down the road.
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We don’t promise outcomes. We do build strategies designed for steadiness and built around your goals.
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.