Peter Jeppson Associates

Every good team is assembled with players who can do their part well. Peter has chosen professionals who are experts in what they do.

Associates

Meet the professionals supporting Predictable Retirement.

Peter Jeppson

CEO Predictable Retirement

Peter has been inspiring people as a nationally recognized motivational speaker, author and financial mentor for over 50 years. His goal is to help people create their own personal money management system so they control their spending, eliminate all debt and create a strong tax-free income they cannot outlive.

Tom Hegna

CLU, ChFC, CASL — Retirement Planning Expert

Tom Hegna is an economist, author, and retirement expert. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach.

Sanford Botkin

Tax Expert

Sanford C. Botkin (Sandy), Attorney and Certified Public Accountant is the Chief Executive Officer and Principal Lecturer of the Tax Reduction Institute based in the Washington, DC area. Over the past 20+ years, Sandy has taught thousands of taxpayers how to save millions on their taxes.

Jake Randall

Tax Specialist

Jake Randall is the CEO and co-founder of Taxbot/Midas IQ. He started his career doing investment banking and mergers and acquisitions. His passion is helping entrepreneurs automate their tax savings.

Jim Birch

Living Trusts and Estate Planning

Jim Burch is the founder and CEO of Easy Legal Planning, an online estate planning company specializing in Revocable Living Trusts and estate planning. Over the past 19 years, he has helped thousands of clients by providing advanced and affordable estate planning documents.

Dan Smith

Risk Management

Daniel began his insurance career in January 1990. He is passionate about helping families and individuals protect and retain their assets. Over the past three decades, Daniel has saved thousands of financial disasters for his clients.

Testimonials

"We are always mindful that Peter was the catalyst for starting our belief in ourselves as well as opening our minds to the endless possibilities that exist in the world for us."

Dave & Andra

Arkansas

"I just wanted to say thank you, Peter. With your help and following your program, I am free of credit card debt. It really feels like a load of bricks has been lifted off my shoulders."

Dave R

California

"After our first few sessions with Peter, I was able to sleep at night again. I felt like there was a light at the end of the tunnel. A plan was in place, someone was in our corner."