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The Petersen / Hutson / Smith Financial Team


300 Country Pine Lane
Suite 1
Battle Creek, MI 49015

269-660-9400

When you’re trying to live life more fully and worry less often, it’s important to have the ‘money part’ of your life under control.

But that’s part of the problem. For many people, managing money can seem like a full-time job in itself: Crafting a sound investment plan designed to meet your goals; keeping up with the markets; changes in the tax laws; monitoring the performance of stocks, bonds and mutual funds; figuring out what to do about paying college costs; planning for retirement, and estate planning. It really can be a full-time job.

For us, it is a full time job. It’s a job we do for our clients every day; and we can do the same for you so that you can go about doing more interesting things…such as living life to its fullest.

Latest Video Client Alert
Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Check the background of this financial professional on FINRA's BrokerCheck.