Broker Check

4545 North 12th Street, Phoenix, AZ 85014

602-274-0371
info@fpuinc.com

About Me
Disciplined Strategy. Measurable Results.

Our Firm

Our Firm

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

As a local firm, we have strong professional relationships and tireless commitment to the individuals, families, businesses and organizations in our community. We network with other professionals such as bankers, real estate agents, attorneys, Medicare agents, mortgage brokers, CPAs and attorneys so that we can give you a financial plan that leaves no stone unturned.

As an independent firm, we have no ulterior motive or products to ‘sell’ - our only goal is to objectively provide you with a financial plan that meets your needs. We will help whether you have $500 or $5 million to invest as everyone needs to start somewhere.

What Makes Me Different
Built on Principles That Put You First

The way I work isn't accidental — it's the result of clearly defined principles that guide every decision I make on your behalf.

Core Values

At Financial Planning Unlimited, Inc., we believe that a strong advisor-client relationship is built on open communication, transparency, and having the clients’ best interests in mind. Our team is dedicated to upholding these core values:

  • We pride ourselves on reliable, honest, and ethical work.
  • We respect each individual’s financial journey and goals.
  • We strive to provide a friendly environment with excellent customer care.
  • We are passionate about helping to simplify our client’s financial lives.
  • We consider each individual’s overall financial scenario and narrow down to the specifics, ensuring the services provided are in the client’s best interest.
  • We are dedicated to growing and evolving our business to provide the greatest value to our clients.
  • We are upfront about any fees for services we are providing.

Our Mission

Our mission is to partner with our clients along their journey to financial success by understanding individual needs, wants and long-term goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you, the client, and your satisfaction.

Our Process

Establish clear objectives for the client-planner relationship

Gather information on the client’s total financial situation, including short and long term goals

Analyze and evaluate financial status and objectives, what they own and why they own it

Develop and present recommendations and alternatives to better meet the client’s objectives and risk profile

Implement the financial planning recommendations that are appropriate

Monitor accounts and make adjustments as needed to meet the client’s changing situation.

Meet Me
Our Team

Get to know the background, credentials, and philosophy that drive the work I do every day.

Jeff Peterson

Jeff C. Peterson CFP®, EA

Financial Advisor, President CA insurance License # 0G89528

Anissa Storie Hart

Anissa Storie Hart

Client Care Specialist

Norman Peterson

Norman Peterson (1928-2012)

Founding Member

Betty Peterson

Betty Peterson (1936-2021)

Founding Member

Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future