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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 | Jul 4, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Jeffrey Peterson | Jun 27, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Jeffrey Peterson | Jun 20, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Jeffrey Peterson | Jun 13, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Jeffrey Peterson | Jun 6, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Jeffrey Peterson | May 30, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Jeffrey Peterson | May 23, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Jeffrey Peterson | May 16, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Jeffrey Peterson | May 9, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Jeffrey Peterson | May 2, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Jeffrey Peterson | Apr 25, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Jeffrey Peterson | Apr 18, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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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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