Helping business owners and real estate investors with tax efficient strategies and buying back their time

Craig Peterson portrait sitting in chair

CHALLENGING THE STATUS QUO.

In life, challenges will arise, but you don't have to face them alone. Now, more than ever, having an authentic, transparent, and dedicated team by your side can be a game changer. They can enhance your profitability and overall well-being, analyze the current economic climate, and devise a tailored plan to safeguard your family's wealth, lifestyle, and aspirations. Take control of your financial future with Transparent Financial Solutions – there's no time like the present.

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Client Testimonials

I felt a little in the dark. I had accounts but I didn’t really understand the strategy behind them. I feel like my strategy is in good hands now. Craig has been a big help with organizing my finances. I look forward to continuing our relationship. I recommend Craig all the time actually. He made the process enjoyable." - Nichole / Hair Studio Owner

Craig has helped present various options and introduce us to unique ideas that we were unaware of. He is a young person with energy to help you learn about various options and resources to help you succeed...no hype or pressure but sound advice and pairing with other knowledge experts..." - John / VP of Engineering

Craig is literally the best financial professional I have ever worked with. This is my third financial professional I have worked with and Craig puts the others to shame. He really cares about your goals and listens. You are not just another client to him." - Matt / Business Owner

He is a great professional at what he does. He is always communicating with me and making me feel confident with our decision." - Heather / Registered Nurse

The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.