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Mark Whitaker
Peterson Wealth Advisors
http://www.petersonwealth.com
Mark Whitaker
Location:Orem, UT, 84057
Experience:8+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Credentials/Education: CFP: Certified Financial Planner
RIA: RIA/Associated RIA
Other Certifications:MSFP - Masters in Personal Financial Planning
Fee structure(s):Fee only
Services offered:Retirement Planning
Estate Planning
Taxes
Financial Planning
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
- Retirement income planning (planning to maximize your retirement income, by coordinating retirement assets, pensions, executive compensation, stock options and social security)

- Tax Planning (planning to help you keep more of your hard earned money through proactive tax strategies)

- Investment Management (planning to improve your investing by putting together sensible investment plans using the Perennial Income Model)

-Multi-generational planning
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