Peterman Financial Group, Inc.

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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 reviewed 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.

10/12/2026

Live from the studio!

It’s MONDAY 8:30 AM!
10/12/2026

It’s MONDAY 8:30 AM!

10/05/2026
09/30/2026

Let’s be real… every day is Coffee Day around here. ☕️🤎

Ready to talk about your financial future? Call us to schedule an appointment. We’ll have your coffee waiting. ☕️

217-546-0400

The numbers matter, but they are not the whole story.A good financial plan starts with understanding what you are workin...
09/30/2026

The numbers matter, but they are not the whole story.

A good financial plan starts with understanding what you are working toward, what has changed, what keeps you up at night, and what you want the next few years to look like.

That takes more than a spreadsheet.

It takes questions, listening, and a relationship strong enough to have the real conversations when life changes.

At Peterman Financial Group, planning starts with getting to know the person behind the numbers.

Two retirees can withdraw the same amount of money and end up with very different tax consequences.Why? Because money he...
09/29/2026

Two retirees can withdraw the same amount of money and end up with very different tax consequences.

Why? Because money held in a traditional retirement account, Roth account, taxable investment account, pension, or other source may be treated differently when it becomes income.

That is why retirement planning is not only about building a balance.

It is also about understanding where future income will come from, how those sources may be taxed, and how they work together.

The tax side of retirement deserves a place in the plan before withdrawals begin.

Start the week with a conversation about money that is actually meant to be useful.Join Bill Peterman or Nathan Boyle ev...
09/28/2026

Start the week with a conversation about money that is actually meant to be useful.

Join Bill Peterman or Nathan Boyle every Monday at 8:30 AM during AM Springfield on 97.7 FM and 970 AM WMAY for Money Talk Monday.

Retirement, taxes, investing, financial planning, and the questions that tend to come up when real life meets the numbers.

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

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