Anna McCormick - Peterman Financial Group

Anna McCormick - Peterman Financial Group

Share

I work with talented staff at Peterman Financial Group to help families, individuals and small businesses develop comprehensive strategies and solutions to meet their financial goals. Investment advice offered through Money Concepts Advisory Service, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Money Concepts and have not been reviewed by Mon

05/25/2026

Happy Memorial Day, from team PFG 🇺🇸

05/12/2026

It’s never really been just about the money, has it?

What our clients truly want is freedom to enjoy their lives, peace of mind knowing they’re protected, and time to spend on what matters most.

That’s exactly what we show up every day to help protect. If that resonates with you, let’s talk. 💙

Photos from Maggie Haugh, CPA, Peterman Financial Group's post 05/05/2026
04/30/2026

Do you know the difference between a Traditional and a Roth IRA?

Traditional IRA
• You may get a tax deduction today
• Money grows tax‑deferred
• You pay taxes later when you withdraw in retirement

Roth IRA
• No tax deduction today
• Money grows tax‑free
• Tax‑free withdrawals in retirement

So the question is whether you want the tax break now or later!

If you are not sure which fits your situation, I am always happy to walk it through with you.

Want your business to be the top-listed Accountant in Springfield?
Click here to claim your Sponsored Listing.

Address


1515 South MacArthur Boulevard
Springfield, IL
62704