Peterman Financial Group, Inc.

Peterman Financial Group, Inc. Providing wealth management services and customized financial strategies since 1998.

Our passion is helping individuals and families plan with purpose and live with confidence. Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC, www.finra.org www.sipc.org. Investment advice offered through Money Concepts Advisory Services, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Money Concepts and have not been re

viewed by Money Concepts as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.petermanfinancialgroup.com.

The goal isn't to predict every twist and turn in the market.It's to have a strategy you understand and feel confident f...
07/17/2026

The goal isn't to predict every twist and turn in the market.

It's to have a strategy you understand and feel confident following through changing conditions.

Confidence often starts with having a plan that's built around your goals.

The Team at PFG was truly honored & grateful to attend our firm’s Annual Financial Planning Conference this week. Our br...
07/17/2026

The Team at PFG was truly honored & grateful to attend our firm’s Annual Financial Planning Conference this week. Our broker/dealer, Money Concepts put together a truly incredible week of networking, learning, nationally recognized speakers, awards presentation and family fun. This is the first time in my 26 yrs of PFG history we had our full team and families attend. The Omni Hotel in Hot Springs, VA was the perfect venue. It is always energizing to connect, learn, and elevate the way we serve our clients.

A huge congratulations to our team members, Nathan J. Boyle, Award Winning Wealth Advisor, Kale Gentry CFP, RFC Anna McCormick - Peterman Financial Group for their outstanding achievements and award recognitions!! In addition, other team members of our amazing support team, Amanda Wiley and Katie Horton along with our up and coming young advisors, Maggie Haugh, CPA, Peterman Financial Group & Quin Gentry. Our teams dedication, leadership, and commitment to excellence continue to raise the bar for all of us and our clients. Proud of this team and excited for our next 25 years.

A photo dump of a very special week for me personally. I am so proud of our amazing team. Love you all.

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Every financial decision you make today becomes part of tomorrow's story.Whether you're saving for retirement, planning ...
07/16/2026

Every financial decision you make today becomes part of tomorrow's story.

Whether you're saving for retirement, planning for your family, or simply trying to build better habits, small, consistent choices can make a meaningful difference over time.

Need help? That's what we do!

Peace of mind rarely comes from having "enough."More often, it comes from having a plan.Knowing where you stand, where y...
07/15/2026

Peace of mind rarely comes from having "enough."

More often, it comes from having a plan.

Knowing where you stand, where you're headed, and what steps you're taking can help make financial decisions feel a little less overwhelming.

Your money is working, whether you realize it or not.It's either earning, growing, keeping pace with inflation... or qui...
07/14/2026

Your money is working, whether you realize it or not.

It's either earning, growing, keeping pace with inflation... or quietly losing purchasing power over time.

Understanding where your money is today is the first step toward deciding where you want it to be tomorrow.

Have questions about your financial future? We can help!

Join Peterman Financial Group for another edition of Money Talk Monday.Tune in for practical financial discussions desig...
07/13/2026

Join Peterman Financial Group for another edition of Money Talk Monday.

Tune in for practical financial discussions designed to help you better understand today’s financial landscape.

Listen every Monday!

Building wealth isn't usually about making one perfect decision.It's about consistently making thoughtful choices over t...
07/10/2026

Building wealth isn't usually about making one perfect decision.

It's about consistently making thoughtful choices over time.

Wishing everyone a relaxing weekend from all of us at Peterman Financial Group.

Most people don't need complicated financial advice.They need someone who will listen, explain their options, and help t...
07/09/2026

Most people don't need complicated financial advice.

They need someone who will listen, explain their options, and help them make informed decisions.

Every financial journey starts with a conversation.

Life changes. Markets change. Tax laws change.Your retirement strategy should evolve too.Even if you already have a plan...
07/08/2026

Life changes. Markets change. Tax laws change.
Your retirement strategy should evolve too.

Even if you already have a plan, reviewing it regularly can help ensure it still matches your goals and the life you're living today.

Sometimes people think financial success comes from one perfect investment or one big decision.More often, it comes from...
07/07/2026

Sometimes people think financial success comes from one perfect investment or one big decision.

More often, it comes from the little things you do consistently.

Saving a little more.
Spending a little less.
Reviewing your financial plan.
Asking questions before making major decisions.

Small, intentional choices have a way of adding up over time.

No matter where you are today, taking one positive step is always better than waiting for the "perfect" time to start.

If you have questions about your financial future, the team at Peterman Financial Group is here to help you explore your options and build a strategy that fits your goals.

Address

1515 S MacArthur Boulevard
Springfield, IL
62704

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 12pm

Telephone

+12175460400

Website

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