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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Jeffrey Peterson | Mar 21, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Jeffrey Peterson | Mar 14, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Jeffrey Peterson | Mar 7, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Jeffrey Peterson | Feb 28, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Jeffrey Peterson | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Jeffrey Peterson | Feb 14, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Jeffrey Peterson | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Jeffrey Peterson | Jan 31, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Jeffrey Peterson | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Jeffrey Peterson | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Jeffrey Peterson | Jan 10, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Jeffrey Peterson | Jan 3, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Location

4545 North 12th Street
Phoenix, AZ 85014

Contact

P | 602-274-0371
F | 602-274-5171
E | info@fpuinc.com

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Jeff C. Peterson, CFP®, EA, is a registered representative of Concourse Financial Group Securities, Inc. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.

Jeff C. Peterson, CFP®, EA, is an Investment Advisor Representative with Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  CFGS’ home office is located at 2801 Highway 280 South, Birmingham, AL 35223. Telephone is (800) 288-3035.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.

Both Financial Planning Unlimited, Inc. and the Certified Financial Planner Board of Standards, Inc. are independent of Concourse Financial Group Securities, Inc. (CFGS).

Jeff C. Peterson, CFP®, EA, holds Series 7, 24, 63, and 66 in AZ, CA, CO, FL, ID, IL, KS, KY, MI, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT and WA.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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