Sharon Peterson

IFW Financial Professional Sharon Peterson IFW Financial Professional Sharon Peterson
  • Off The Rollercoaster Financial
  • Texas

I’m Sharon Peterson and I am first and foremost, the wife of a brilliant & dashing financial advisor, and secondly, a home-schooling mother of 8 beautiful and successful young adults! Our youngest graduates high school in 2024. Fun fact – My undergrad degree is in Home Economics! : )

Since early 2007, it has been my privilege to work alongside my husband, Jeff, a Registered Investment Advisor, in our financial services practice, in Eau Claire, WI, and later in Spring, TX. As his Administrative Assistant for 8 years, sitting in on every consultation, I learned, first- hand, the concerns and desires of most Americans as they approach retirement. As we worked each case together, I learned the strategies and tools that help facilitate a worry-free, comfortable retirement.

In 2015, I completed my official training and became a licensed Life Insurance Broker and Strategist in order to service our clients better. In 2016, we moved our family to Spring, TX. While we were both born and raised in the beautiful Midwest, those l-o-n-g winters were getting the best of us! Sadly, in 2019, my husband had to retire due to health issues. So I, with Jeff “on call”, and a talented team around me, am continuing our practice with the same guiding principles with which we started. Our business motto from the beginning has been, “YOUR Secure Retirement is Our Business” and it continues to be our passion and goal for each of our clients. These are challenging times in which to face retirement. You are not alone. We’re here for you.


  • Life, Accident & Health Licensed in 29 states, and counting


  • IULs (Indexed Universal Life) for personal or business purposes.

  • Be Your Own Banker strategies for debt-reduction, wealth accumulation or business growth

  • FIAs (Fixed Indexed Annuity) for participation in Market GAINS but never the losses.

  • MYGAs (Multi-Year Guaranteed Annuities) for those wanting competitive Guaranteed growth
  • Term, Whole Life, Accidental Life Insurance to protect families & transfer wealth

  • 401k Rollovers, IRA Transfers & Roth Conversions

  • Kids and Grandkids Policies - There are MANY advantages to starting young!

  • 529 College Savings Plan Alternatives - because there IS a better way.

  • Key Man & Buy/Sell Options - for small & large businesses

  • SMART Strategies - Strategic Movement Around Retirement Taxation

Sharon Peterson

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