I lead with Planning and I am a Fiduciary
Services & Solutions Available:
Risk Tolerance Wealth Managed Investment Strategies, IRAs, Individual Accounts, Trust Accounts, Tax Sensitive Managed Accounts, 529 Plans, Mutual Funds, Stocks, Bonds, Long Term Care, Annuities, CDs, Notes and Life Insurance
The Wealth Strategies we design for you are implemented & closely monitored to help you maintain your desired lifestyle & achieve your financial goals.
Step 1: Discovery
We listen & learn about your Goals, and your Aspirations become the focal point of our planning together
Step 2: Analyze
We take an In-Depth Review of your current financial situation
Step 3: Solutions
We deliver a personalized action plan, designed to bring clarity to Your Financial Future
Step 4: Implementation
Communication and Technology supported
Step 5: On-going Touch-points
Life will happen and we are here to support you through your life journey
Christine Peterson, CEO & Financial Advisor of LIVE, Wealth Planners:
Christine is passionate about helping people create customized financial plans to support their personalized goals. She has seen how financial plans can help reduce stress in lives, support life changes when planned and unplanned life events occur and help to Protect, Save and Grow Wealth.
Today's a great day to Start
Contact us today
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
5100 Thimsen Avenue Ste 228, Minnetonka, Minnesota 55345, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Check the background of this investment professional on FINRA’s BrokerCheck
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera Investment Services and Cetera Investment Advisers are under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
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