Jim Barlow Advisors

Peterson Wealth Advisors are Retirement Income Planning specialists. Using our proprietary Perennial Income Model we're able to create a reliable stream of inflation-adjusted income throughout your retirement. This model has been repeatedly tested in extreme market conditions since 2007. It is set up to account for the modern-day challenges of longer lifespans, inflation, and stock market volatility. As independent, fee-only CFP advisors we offer total cost transparency and zero commissions.

At KAC Financial Services, we act as comprehensive, fee-based financial planners who holistically plan for your financial success. This includes examining and planning for every aspect of your financial life ranging from retirement planning, estate planning, investments, risk management and everything in between. We believe that every person’s financial life is interconnected with various niches, making it imperative to take a holistic approach. Financial planning is more than stocks or spreadsheets, but a tool to fund important life goals like purchasing a home or saving for your child’s higher education.