5100 Thimsen Ave Ste 228 Minnetonka, MN 55345 Phone: (612) 247-1621 Fax: 612-861-2123
You Are Priority
Holistic Wealth Management
The Wealth Strategies we design for you are implemented & closely monitored to help you maintain your desired lifestyle & achieve your financial goals.
A Proven Approach:
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
Experienced, Professional, Confidential
Christine Peterson, CEO & Financial Advisor of LIVE, Wealth Planners:
- Started in the financial industry over 23 years ago
- Graduated with her undergraduate degree early with a major in Finance and minor in Economics
- Joined a Fortune 500 financial firm where she continued working full time and continued working toward her MBA
- Series 24, Series 7, Series 63, Series 65 Registered, insurance and health licenses and property casualty licenses
- She created & managed investment divisions including financial service teams, new account teams, suitability teams, financial sales teams, technology and trade desks
- Responsibilities from prior institutional oversight included managing over $1.3 Billion for independent financial sales channel and over $1.2 Billion for retail financial sales
- Christine is from MN and lives with her husband and their five children ranging from ages 12-21. She was blessed with her new blended family when Dave and her were married in 2017.
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