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4545 North 12th Street
Phoenix, AZ 85014

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Financial Planning Unlimited, Inc.

(602) 274-0371

 

Team

We are committed to helping people pursue their insurance and financial goals. We offer a wide range of insurance, financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound insurance and financial information. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Please call us if you have any questions about our firm or the range of insurance, financial products and services we provide. Our firm has a relationship with a variety of companies, so if we don’t have a product or service, we know a group that does.




 
For the past twenty years, Jeffrey C. Peterson has helped families in every phase of life to make wise financial decisions about their family’s future. In 1998 he passed the requirements to become a CERTIFIED FINANCIAL PLANNER™...

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In 1956 Norman Peterson received a degree in economics from Lewis Clark College. After serving in the US Army, for 27 years Norm worked for Sears. In the mid 1970’s he decided to re-educate himself and start a new career.Norman earned...

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Anissa Storie Hart

Client Care Specialist

(602) 274-0371

(602) 274-5171

Anissa Storie Hart joined the firm in 2012 and serves as our Client Care Specialist along with a variety of other roles for the practice. Her friendly demeanor can often be heard when answering the phones or scheduling appointments for...

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Betty Peterson

Director of Goodwill

602-274-0371

Co-Founder, Betty Peterson, was born in a rural community in Czechoslovakia to a large family of 8 children. With the threat of WWII, 1938, her father moved the family to Canada. Betty will tell you she has had an amazing life, full of...

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