Everwise Investment Services

Waylon Peterson, CFP®, President

Meet the experienced leader of Everwise Investment Services' team of financial advisors.

Waylon Peterson, CFP®, President

110 S. Main Street
South Bend, IN 46601

Office: (574) 284-6210, ext. 6275 or (800) 756-6210

I have been helping members pursue their financial goals for more than 20 years.

I've helped a great number of people make sound financial decisions that have stood the test of time while maintaining consistency with their individual comfort level and investment timeline. Periodically, I will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs. And I'll be here for you at every stage of your life.

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Representative of LPL Financial
  • Licensed Insurance Agent
  • Check Waylon's background on FINRA's BrokerCheck

I can help you create a strategy geared toward meeting three key financial goals:

  • Wealth accumulation during your working years
  • Financial well-being and independence in your retirement
  • Transfer and distribution of your assets to your loved ones and/or charities

Professional Services

  • Financial Planning
  • Investment Management
  • Personal Financial Assessments
  • Tax-Advantaged Investment Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Insurance Planning

Together we'll answer the tough questions to give you financial confidence:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with a retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • What would happen to your family financially if you died?
  • How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

What does "Certified Financial Planner Really Mean?"

When you search for a financial advisor, it means everything.

The CFP® designation is easily the most respected credential a financial services professional can earn. And for good reason.

It means my colleagues and I have completed a comprehensive financial planning curriculum and passed a rigorous exam covering financial and tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. But it doesn’t end there. CFP® practitioners must take part in continuing education to maintain their certification and ensure they are up to date on the latest developments in their profession.

Equally important, it means we adhere to the strict ethical standards set forth by the CFP® Board's Code of Ethics and Professional Responsibility.

CFP® practitioners put your interests first, providing financial planning advice and services based on your needs and delivering them with objectivity and integrity.

As a CFP® practitioner, I understand that investments are essential to an overall financial plan, but not financial solutions in and of themselves. I have the education and experience to create integrated financial plans using not only investments, but also strategies for tax reduction, wealth accumulation, wealth preservation and tax-efficient wealth transfer. What’s more, I have the knowledge to plan for your long-term goals, and the experience to implement, oversee and revise these plans through the years.

 

All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Routing Number | 271291826