Financial Planning Unlimited
Run a free full auditContact Information
-
Address
Financial planner · · 4545 N 12th St
Phoenix, AZ 85014 -
Phone
(602) 274-0371 -
Website
fpuinc.com -
Google Reviews
5.0 out of 5 stars from 3 Google reviews
Location
About Financial Planning Unlimited
Financial Planning Unlimited is a financial planner in Phoenix, AZ. The firm specializes in financial planning, retirement planning, investment management, tax planning, and estate planning. It serves individuals, families, and businesses seeking to achieve long-term financial goals and stability. Financial Planning Unlimited has a 5.00 rating based on three reviews.
Founded in 1981 by Norman Peterson and led since 1994 by Jeff C. Peterson, a CFP® and Enrolled Agent, the firm is family-owned and operated. It emphasizes personalized service, taking the time to understand each client’s unique financial situation, goals, and risk tolerance. The firm operates from the same location in Phoenix since its inception and maintains strong professional relationships with local professionals such as attorneys, CPAs, and mortgage brokers. It aims to provide comprehensive, objective financial planning without any hidden agendas or product sales motives.
Financial Planning Unlimited is known for its deep, long-term client relationships and its commitment to the Phoenix community. It has developed a strong and consistent local presence and is recognized for its ability to help clients navigate complex financial decisions with confidence.
Rooted in Phoenix since 1981, Financial Planning Unlimited reflects the values of stability and trust that define the city’s approach to financial planning and wealth management.
Services:
- Customized Financial Planning
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
Score Summary
BizScoreAI scanned the website fpuinc.com on June 21, 2026. Financial Planning Unlimited has a BizScore of 53 out of 100.
- AI Visibility41 out of 100
- SEO64 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 14 of 30 points, AI Trust Signals 17 of 20 points.
Website audit sub-scores (out of 100): On-Page 65, Technical 74, Performance 78, Content 40.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 4 checks. llms.txt (failed), Structured Data (failed), Q&A Content (failed), Author Signals (warning).
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Browse: Businesses in Phoenix, AZ · Financial Planner in Arizona · Businesses in Arizona
AI engine reads
Read by AI engines 7 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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