Interstate Wealth | Wisconsin Registered Investment Advisor

FINANCIAL PLANNING | RETIREMENT PLANNING | EDUCATION PLANNING | WEALTH MANAGEMENT

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INTERSTATE WEALTH, LLC | 4535 MORMON COULEE ROAD, SUITE 2 | LA CROSSE, WI 54601 | 608-790-9925

Providing clarity, understanding and

control of your financial future.

Get on the road to your financial success.

About Interstate Wealth

Interstate Wealth was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide to every one of our clients.

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

Our Principles Set the Standard for Success

At Interstate Wealth, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

www.interstatewealth.com | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.

Meet our team at Interstate Wealth.

EMAIL BRENT

EMAIL EDWARD

Brent A. Peterson, Founder/CEO

Brent typically advises investors and retirees that when searching for an advisor to work with, it sometimes is more important to understand not what services that advisor provides, but to understand why the advisor does what they do. Whether you want to work with a person and have actual conversations about your investments/retirement, or whether you are comfortable utilizing the “automated” online “robo-advisor”, there are many options for investors to choose from. Either road can often lead to the same results. But Brent believes it is important that when choosing a financial advisor, you need to make sure their beliefs and principles match yours’.

Growing up in northern Iowa in the 70’s and 80’s, Brent took the principles and values his parents instilled in him and laid the foundation for what his core beliefs as an advisor have become. And the last decade and a half in the financial planning industry has afforded Brent the time to develop and apply these core principles and beliefs, driving what his planning process is today. Simply put, Brent believes in doing what is right for the client.

“The word ‘fiduciary’ gets tossed around in a casual way that I believe diminishes the intended meaning. Just because an advisor is licensed as a fiduciary doesn’t necessarily mean that they think like one. For me, behaving like a fiduciary is second nature. It is the way I was raised.” – Brent Peterson

Edward Matsushima, Financial Consultant

Edward is a financial professional who is devoted to finding a personalized financial solution to help achieve his client's individual goals. He believes that creating a financial plan should be a discussion with a friend you trust, not a meeting with a salesman. He believes that hard-work, transparency, and honesty are traits that all clients deserve when speaking with professionals in the industry and prides himself on providing those attributes to his clients.

Prior to joining the financial industry, Edward had a successful professional hockey career. He's played in a number of NHL AAA affiliate organizations. The hard work, dedication and drive for success required in professional athletics has always been at the core of Edward’s beliefs and he utilizes these traits to help his clients realize retirement and financial success!

www.interstatewealth.com | 608-790-9925

All the right services to get the job done.

Our company was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Retirement Goals

Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

401K Rollovers

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

Complete List of Services

• Retirement Planning

• Social Security Planning

• Insurance Planning

• Wealth Transfer Strategies

• College Planning

• Charitable Giving

• IRAs

• Precious Metals Investing

• Annuities (Variable, Fixed, Indexed)

• Mutual Funds

• Investment Products (401k, REITs, etc)

• Personal Life Insurance

• Business Insurance Planning

• Disability Income Insurance

• Long Term Care Insurance

• Retirement Rollovers

www.interstatewealth.com | 608-790-9925

Get Free Access To All Of These Programs Now By Filling Out

The Form Below and Downloading The Reports Instantly.

Unique Financial Products That We Offer.

We have partnered with Virtue Capital Management and are able to bring you some of the most effective and cutting-edge financial products in the entire industry. Go ahead and fill out the form below and you will receive instant access to more information about all of these exciting programs free!

Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Read our free 12 page report on our unique Stop Loss Portfolios.

The Truth About Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Read our free annuities 101 report designed to help you better understand annuities.

When To Begin Taking Social Security

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan. Download and read the free report now.

www.interstatewealth.com | 608-790-9925

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

www.interstatewealth.com

INTERSTATE WEALTH, LLC | 4535 MORMON COULEE ROAD, SUITE 2 | LA CROSSE, WI 54601 | 608-790-9925