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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 | Dec 27, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Jeffrey Peterson | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Jeffrey Peterson | Dec 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Jeffrey Peterson | Sep 12, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Jeffrey Peterson | Sep 12, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Financial Planning Unlimited | Aug 8, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Financial Planning Unlimited | Nov 15, 2021

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Financial Planning Unlimited | Jun 9, 2021

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Jeffrey Peterson | Feb 25, 2021

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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4545 North 12th Street
Phoenix, AZ 85014

Contact

P | 602-274-0371
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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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