Peterson Wealth Management invests inside private accounts for individuals and families, including:

• IRA Rollovers from 401(K)'s or 403(B)'s
• Traditional and Roth IRA's
• SEP IRA's
• Trusts
• Individual and Joint accounts
• Custodial accounts (for minors)

Clients have full ownership and control over their accounts. Aside from investing, Peterson Wealth Management assists with:

• Retirement expenses: Cash transfers from your investment account into your bank account.
• Calculating and distributing Required Minimum Distributions ("RMD's") for retirement accounts.
• End of year taxes via transaction reports.
• General financial questions, strategies and advice.

We will personalize your account for your unique goals and financial needs.

Please contact us via phone or email to discuss your situation.