Steve Peterson
Flat-fee pre-retirement and retirement planning focused on tax strategy, Social Security, pensions and secure retirement income.
Personal Financial Advice & Insights, LLC · Stevensville, Michigan
Steve Peterson is a fee-only financial advisor at Personal Financial Advice & Insights, LLC in Stevensville, Michigan, who holds the CRPC credential. Steve charges a subscription and a one-time planning fee (subscription from $2,500 a year and one-time plans from $5,000) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
About
Steve Peterson specializes in pre-retirement and retirement planning, with an emphasis on tax strategy and a high degree of retirement security. Financial planning was a hobby throughout a corporate career, and it became a second act after retirement, pursued out of interest rather than need.
Steve's retirement expertise comes from training as a Chartered Retirement Planning Counselor and from planning and carrying out a personal retirement, which included weighing pension options, building a Social Security strategy, comparing Medicare options, tax planning and a strong fixed income approach.
The business is strictly flat-fee, with no billable hours and optional annual updates priced at a small fraction of typical AUM fees. Steve's goal is to help clients minimize taxes, reach financial security and build a lasting legacy.
Facts
| Firm | Personal Financial Advice & Insights, LLC |
|---|---|
| Based in | Stevensville, Michigan |
| Fee model | Subscription · One-time planning fee |
| Fees (Advice-Only Network profile) | Subscription from $2,500 a year · One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CRPC |
| Website | www.pfinaai.com |
How Steve's firm compares
- Ongoing planning starts at $2,500 a year, below the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Michigan median of $975 for fee-only firms that publish prices.
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Questions about Steve
Is Steve Peterson a fee-only financial advisor?
Yes. Steve Peterson is listed in the Advice-Only Network (advice-only practices, no product sales).
How does Steve charge for financial advice?
Steve charges a subscription and a one-time planning fee.
Does Steve work with clients virtually?
Yes. Steve's Advice-Only Network profile says they meet with clients virtually.
Where is Steve Peterson based?
Steve Peterson is based in Stevensville, Michigan.
What does Steve specialize in?
Steve's specialties include retirement planning and tax planning. Steve works with retirees and pre-retirees.
What credentials does Steve Peterson hold?
Steve Peterson holds the CRPC credential.
How do I contact Steve Peterson?
Through Steve's website, www.pfinaai.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- Directory listing last checked November 2, 2026.
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