Our Firm

Financial Planning Unlimited, Inc. was formed in 1981 with Norman L. Peterson as President. The office building was purchased the next year, and we have been at this same location since 1982.

OUR COMMITMENT TO YOU

To provide prompt, courteous and helpful service in a friendly environment; to present appropriate financial solutions that suit your specific needs. To assure the optimal plan preparation, we will network with other professionals: bankers, real estate agents, CPAs and attorneys that share our same work ethics.

Norman L. Peterson and Jeff C. Peterson are registered representatives of ProEquities, Inc., a registered broker/dealer and member FINRA and SIPC. Norman L. Peterson is an Investment Advisor Representative with advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. ProEquities` home office is located at 2801 Highway 280 South, Birmingham, AL 35223, (800) 288-3035. Financial Planning Unlimited, Inc. is independent of ProEquities, Inc. Norman L Peterson holds Series 7, 24,63 and 66 licenses in AZ, CA, CO, DC, IA, ID, KS, KY, NH, NM, TX, UT, VA, and WI. Jeff C Peterson holds Series 7, 24, 63, and 66 in AZ.