Peterson Financial Group, Inc.

Peterson Financial Group, Inc. is a Registered Investment Advisor offering a wrap fee program that provides investment advisory services and execution of client transactions for a specified fee not based on transactions in their accounts. The firm customizes investment strategies individually for clients and offers retirement income planning services through a four-step financial planning process called the Retirement Readiness Review. Clients engaging in the firm's investment management services do so on a discretionary basis. The firm primarily allocates client assets among various equities, ETFs, cash, and mutual funds based on client objectives. Clients do not pay brokerage commissions in addition to the advisory fee. The firm works with individuals and high net-worth individuals without imposing a minimum account value requirement. The firm's investment strategies include asset allocation, fundamental analysis, and mutual fund/ETF analysis. Peterson Financial Group does not receive compensation for client referrals and has implemented a Code of Ethics to ensure proper conduct. The firm does not have any disciplinary actions to report and provides regular account statements to clients. Clients are encouraged to review statements from the custodian and compare them with reports from the firm. The firm has safeguards in place to ensure compliance with the Custody Rule and does not require directed brokerage from clients. Peterson Financial Group does not require prepayment of fees exceeding $1200 or have financial conditions that may impair its ability to meet client commitments.