About Bill Peterman
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William Peterman, CPA, CFP, RFC |
Hi, thanks for visiting my website. My name is Bill Peterman,
President and Senior Wealth Advisor of Peterman Financial Group. I have
been assisting clients and investors for the last 16 years. I started my
career in the banking industry and moved into advising individuals and
small businesses as an independent financial advisor through my CPA
practice and Money Concepts. In 2001, 2002, 2003, 2004, 2005 & 2006
Money Concepts International recognized Bill as one of the company’s
Top financial planners, qualifying for the firm’s Millionaires
and Eagles Clubs. In 2004, 2005 & 2006 Bill was recognized as
qualifying for the Millionaires, Eagles, Century and
Professionals Clubs. I am a Certified Financial Planner,
Certified Public Accountant and Registered Financial Consultant.
I have lectured widely on financial topics in the Springfield and
surrounding communities. I am a well-known financial educator and
respected author in Illinois. You may recognize me as the host of the
money talk program “Money Matters” on WTAX AM Radio 1240, every Saturday
from 7:00 – 8:00 am. My articles and interviews on senior, tax,
retirement and financial issues have appeared in the Springfield
Business Journal and the Springfield State Journal Register. My
Investment presentations have been widely attended in the Springfield
area, including the popular “Mistakes
Retirees Make With Their Finances” and how to avoid
them.
My popular books
Mistakes Retirees Make With Finances and Asset Protection and Wealth
Preservation, are easy to read books suited for those
already retired or close to it. I have a free monthly newsletter
available by contacting the Regional office at (217) 546-0400.