Setting The Rules
to reach your potential.
At Protecting Your Retirement, we believe a successful retirement is one where you set the rules. You’ve worked diligently to build what you have and deserve a team that will help you reach your vision of success. Our goal is to help you reach your potential and live your dreams in retirement.
Passing The Torch
of protecting wealth.
Joy Peterson and Don Wales know firsthand what it means to chase dreams, weather change, and build something meaningful from the ground up. From Joy’s early days in radio to Don’s journey from young provider to financial industry leader, their paths ultimately converged with a shared mission: helping others face the future with confidence. Today, at Protecting Your Retirement, they combine experience, empathy, and integrity to create personalized financial plans that empower clients to enjoy the retirement they’ve always dreamed of.
serving your
needs holistically
At Protecting Your Retirement, we believe in building a plan to serve you in retirement. Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future, helping you reach your dreams in retirement. We strive to provide honest, easy-to-understand guidance so that you can confidently make informed financial decisions, leading you to the worry-free retirement you deserve.
Protecting Your Retirement
Planning for adventure.
Regardless of what stage of life you’re in or your income level, our mission remains the same: to help you reach security in retirement. Our team specializes in building retirement income plans designed to protect what you’ve built and grow your assets for the future. As fiduciaries, we want to help you find your way to an independent, optimistic future with retirement planning, insurance, tax management, and wealth preservation. At Protecting Your Retirement, we want to help ensure that your adventures are in your retirement, not your pocketbook.