Anna McCormick - Peterman Financial Group

Anna McCormick - Peterman Financial Group Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC www.finra.org www.sipc.org. or the Facebook, Inc. service.

I work with talented staff at Peterman Financial Group to help families, individuals and small businesses develop comprehensive strategies and solutions to meet their financial goals. Investment advice offered through Money Concepts Advisory Service, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Money Concepts and have not been reviewed by Mon

ey Concepts as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.petermanfinancialgroup.com. In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. Disclaimer

Money Concepts is not affiliated with Facebook, Inc. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our Facebook Fan Page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that Facebook may publish on its site or on the Money Concepts Fan Page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements, or any other content that may appear on Facebook or on other Facebook-affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Fan Page is intended for US persons only. Any non- Money Concepts URLs or external websites mentioned on Facebook are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC
Peterman Financial Group is an independent firm not affiliated with Money Concepts.
© 1979-2010 Money Concepts International Inc.

05/25/2026

Happy Memorial Day, from team PFG 🇺🇸

05/15/2026

Chasing your goals alone is hard. You don’t have to. 🙌

A financial planner isn’t just for managing money — they’re a thinking partner who can help you prioritize, strategize, and stay accountable when life gets in the way.

Whether your goals are big, small, or somewhere in between, having the right support may make all the difference. Let’s talk about what yours look like.

📞 217-546-0400
[email protected]

05/13/2026

You’ve done a lot right. But is “probably fine” good enough for your retirement? 🤔

If you’re in your 40s or 50s and feel like you’re on track — but still get that quiet worry in the back of your mind, you’re not alone. That feeling deserves a real answer. A financial review may give you the clarity to either breathe easier or make some meaningful adjustments while there’s still time.

Either way, you deserve to know where you actually stand.

📞 217-546-0400
[email protected]

05/13/2026

You have goals. What you may be missing is a roadmap. 🗺️

Wanting something and having a strategy to pursue it are two very different things. That’s where a financial planner can make a real difference — helping you turn big dreams into an actual, actionable plan.

At Peterman Financial Group, we love sitting down with people who know where they want to go but aren’t sure how to get there. Let’s build something together.

📞 217-546-0400
[email protected]

05/13/2026

Life moves fast. Your finances don’t have to feel that way. 🙌 When you have a strong plan in place, the chaos of busy seasons becomes a whole lot more manageable.

That’s the kind of confidence we help our clients build every day.

05/12/2026

It’s never really been just about the money, has it?

What our clients truly want is freedom to enjoy their lives, peace of mind knowing they’re protected, and time to spend on what matters most.

That’s exactly what we show up every day to help protect. If that resonates with you, let’s talk. 💙

05/05/2026
04/30/2026

Do you know the difference between a Traditional and a Roth IRA?

Traditional IRA
• You may get a tax deduction today
• Money grows tax‑deferred
• You pay taxes later when you withdraw in retirement

Roth IRA
• No tax deduction today
• Money grows tax‑free
• Tax‑free withdrawals in retirement

So the question is whether you want the tax break now or later!

If you are not sure which fits your situation, I am always happy to walk it through with you.

04/28/2026

You do not have to have it all figured out to get started. One conversation can change the direction of your financial future. We are here to help you take that first step.

Call us at (217) 546-0400 or visit petermanfinancialgroup.com

Address

1515 South MacArthur Boulevard
Springfield, IL
62704

Website

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