CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Paige Peterson

contact me directly

MEET YOUR LICENSED ANNUITY SPECIALIST

Paige Peterson

contact me directly

Learn More About Me

My name is Paige Peterson, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

In 2010 my parent’s health crisis led to a daunting financial realization. I’d spent more than 20 years in advancing medical technologies, but now, nothing seemed more important than getting my own financial life secured and helping others avoid what I’d been through.

While I began as a specialist in long-term care financial issues, I quickly saw the need to help clients understand how to manage the many other issues in longevity planning. I founded P2iPlan which focuses on helping clients understand and coordinate all the moving parts of retirement–IRA/pensions, long-term care, Medicare, Social Security, and insurance.

I understand it’s a complicated and quickly changing industry, so to keep updated on current financial planning strategies, I am a member of the Ed Slott IRA Advisor Group, and follow Tom Hegna, Wade Pfau, and Roger Ibbotson.

I live and work in Dallas. But even though my office is physically located in Texas, I actually work with clients throughout the United States. Through our advanced technology systems, not only can we meet face-to-face virtually online, but we can also share computer screens so we are both on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific objectives.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Paige Peterson

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download our retirement guide
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