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Peter Jeppson Associates

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. He is the author of Putting the Richest Man in Babylon to Work for You, co-author of  Money, What Financial "Experts" Will Never Tell You

Tom Hegna

CLU, ChFC, CASL


Retirement Planning Expert

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income 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, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.


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 with his seminar. He consistently earns rave reviews for his clear and humorous presentations.

Prior to joining the Tax Reduction Institute, Sandy spent three years in the tax department of the international accounting firm, Touche Ross. He has extensive financial and legal experience, including five years as a legal specialist in the Office of Chief Counsel for the Internal Revenue Service.

He is also co-author with Peter  Money, What Financial "Experts" Will Never Tell You.



Jake Randall


Tax Specialist

Jake Randall is the CEO and co-founder of Taxbot. He started his career doing investment banking and mergers and acquisitions. He’s an avid entrepreneur and has started companies in industries ranging from software to boating accessories. Jake has ghost-written written hundreds of articles and even some books for the financial industry. His passion is helping entrepreneurs automate their tax savings through Taxbot.

Learn More About Taxbot

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. Daniel applies asset protection and risk management principles tailor made for each client. Over the past three decades, Daniel has saved thousands of financial disasters for his clients because of his experience and forethought.

Johnny Thomas

Assets Under Management

Johnny has been a financial professional since 2001. Specializing in the areas of mortgage financing, life insurance, annuities, retirement planning, and investment advice has been an exciting career for him.

Expert.

Tax Specialist

More coming soon

Expert



Mortgage Specialist

More coming soon.

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 and thus create a dream team of financial experts who can support you in your goals and financial dreams.

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. We encounter people on a daily basis who have been working their jobs for 10, 15, 20 years and don’t have $299 to invest in a business opportunity. They have the money, they just don’t know it because their $5 Mocha Latte at Starbuck’s every morning and their $9 lunch eats away at any hope they will ever have of owning their own life. As the story unfolds, our only debt will be one of gratitude to you Peter for being you and being there 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. Although I still have a truck payment and house payment, I am confident I will have them paid off far sooner than I ever imagined. Thank you!"

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, and that stopped the madness of living off of credit and wondering how to pay it back every month. I believe our situation is typical of many people who get caught in a cycle of not having enough money to live on so they literally live off their credit cards, only to find the next month they even have less money than the month before because of high credit card payments."

Wayne & Julie

Arizona

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