You Are Priority

No Financial Plan?

Maybe you have never had a financial plan before?

That's OK

Maybe you want a second opinion on your existing plan?

That works too

We're here for you, we do not judge and we will provide a free Confidential Consultation for you.

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 11-20. 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

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.

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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

Invest with Confidence

Invest with Confidence

Why us?

You Are Priority

No Financial Plan?

A Proven Approach:

Experienced, Professional, Confidential

learn more

LIVE Wealth Planners

Hours

Financial Plans, Electronic Vault & Account Aggregation

Invest with Confidence

Invest with Confidence

Why us?

You Are Priority

No Financial Plan?

A Proven Approach:

Experienced, Professional, Confidential

Social

learn more

LIVE Wealth Planners

Hours

Financial Plans, Electronic Vault & Account Aggregation