Complete Merchant Solutions (CMS)

Peterson Wealth Advisors are Retirement Income Planning specialists. Using our proprietary Perennial Income Model we're able to create a reliable stream of inflation-adjusted income throughout your retirement. This model has been repeatedly tested in extreme market conditions since 2007. It is set up to account for the modern-day challenges of longer lifespans, inflation, and stock market volatility. As independent, fee-only CFP advisors we offer total cost transparency and zero commissions.

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company. While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Alpine, UT area, James P Shipp will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.