Schedule a Consultation: (308) 534-8210

Customized Investing and Financial Strategies

Learn How PFA Strives To Make Their Clients More Financially Efficient:

  • Intelligent, Actionable Plans
  • Investment Strategies to Help Maximize Protection & Growth

Planning for Your Unique Needs

Work with us to manage your money and build a strategy.

retirement

We will work with you to implement an efficient and effective plan to help make sure you are prepared for retirement.

investments

Help maximize your ROI (Return on Investment) through multiple strategies - Low-cost index allocation, trend-following, & dynamic risk control hedging.

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We work with your attorney & accountant to ensure your overall financial plan fits in with your estate and tax plan.

Strong returns are essential to a good plan, but ultimately DEFENSE WINS CHAMPIONSHIPS

Are You An Investing Pro?

Test Your Investment Knowledge!

Advanced, Highly Customized Planning

We are constantly looking for a better process which will help improve each of our client’s lives by providing better results.

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Personalized Services

PFA Clients are excited by our smart, affordable solutions, and at the same time feel secure in knowing that we will always advise in their best interest.

Comprehensive Financial Solutions
Multiple Investing Strategies
Dedicated Wealth Management Team
Ongoing Client Communication & Advice

Tools to Track Your Progress

Call today for a plan analysis: (308) 534-8210

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Track Plan

Place your goals at the
forefront of your plan

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Track Performance

Keep tabs on your strategy's
ROI (Return On Investment)

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Track Paperwork

Ensure important documents
are submitted

Meet The Team

By utilizing all of the individual talents within our firm, we aim to offer an enjoyable and productive experience for all of our clients.

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Douglas D.Peterson, CFP®

Registered Principal

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Bernard Wurts, CFP®

Financial Advisor, Principal

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Marc Werkmeister, CFP®

Financial Advisor

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Brian Kujath, CFP®

Financial Advisor

Innovative Investing And Financial Strategies

Take the PFA Challenge: Send us your financial goals and see how we can make a difference

Phone
(308) 534-8210