Carl F. Petersen (CFP) Inc. is an Independent Investment Advisory and Money Management firm helping individuals and businesses optimize their investment returns and increase their wealth.

Carl F. and Annette Petersen have worked together for 20+ years. Annette helps people create a road map so that they may get from where they are now to financial freedom. She uses her people skills to make the whole process easy and enjoyable for their clients. Carl F. uses his banking and investing experience to construct clients' portfolios.

We specialize in:

• Small business pension plans
• IRA and IRA rollovers
• Unique in-house strategies designed to profit in up markets and protect your portfolio in down markets
• Investment Analysis: This is your roadmap to financial freedom

If you would like a complementary 2nd opinion on your current portfolio to see how it could be positioned to the current market environment, please contact us.