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