My Background

Paula Petersen IAR®


As a Financial Advisor Representative, I help clients demystify the investment & retirement planning process.  Together we'll outline your goals and a measurable financial strategy to get you there., You will KNOW your you peace of mind into your golden years.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. 

Together we'll define your financial goals and chart a course to achieve them!