Faithfully Planned

Retirement & Legacy Planning by Peterson Insurance Solutions

Our Services

A diagnosis like cancer, heart attack, or stroke can bring unexpected costs. Critical illness insurance pays a lump sum—and in some cases, monthly cash benefits—to help you focus on recovery instead of bills.

(Coming Soon)

Looking to get a handle on your finances? Our upcoming coaching service will help you create a clear, personalized plan for budgeting, saving, and reaching your financial goals—one step at a time.

Stay tuned—financial coaching services will be launching soon!

Planning ahead for long-term care can protect your savings and ease the burden on your family. This coverage helps pay for care at home, in assisted living, or a nursing facility if you ever need it.

Also called Medigap, these plans help pay out-of-pocket costs like deductibles, coinsurance, and copays that Original Medicare doesn’t cover. Choose from multiple options to get reliable, predictable coverage.

Planning for retirement doesn’t have to be overwhelming. We help you explore smart, tax-advantaged strategies to protect your savings, grow your income, and create a future you feel confident about. Whether you’re just getting started or nearing retirement, we’ll help you build a plan that works for your life.

Final expense insurance helps cover funeral costs, medical bills, and other end-of-life expenses so your family isn’t left with the burden. Affordable and simple to qualify for, this coverage is a meaningful way to plan ahead.

Life insurance provides peace of mind for your loved ones—and with living benefits, it can also provide financial support while you're still living. If you face a critical or chronic illness, you may be able to access funds to help cover medical costs, lost income, or daily expenses.

Medicare Advantage (Part C) offers an all-in-one alternative to Original Medicare. These plans often include hospital, medical, and prescription drug coverage—plus added perks like dental, vision, hearing, and wellness benefits—all under one plan through a private insurer.

Prescription drug plans help cover the cost of medications and protect you from high pharmacy bills. These standalone plans pair with Original Medicare or Medicare Supplements for complete coverage.

Faithfully Planned is a division of Peterson Insurance Solutions, offering so much more than Medicare and retirement. We provide ACA/Marketplace plans, accident protection, out-of-pocket max coverage (Deductible Eliminator), dental, vision, hearing, and private health plans for individuals and families.

Looking for something specific? Just ask—we’re happy to help. And if we don’t offer it, we’ll point you in the right direction.

Contact us

OUr Mission

At Faithfully Planned, our mission is to help individuals and families prepare for the future with clarity, confidence, and compassion. We provide personalized insurance and retirement solutions built on faith, integrity, and a commitment to serving others—so you can protect what matters most and plan with peace of mind.

About Peterson Insurance Solutions

(PI Solutions)

At Peterson Insurance Solutions (PI Solutions), we believe that protecting your health, finances, and future should never feel overwhelming. Rooted in faith, integrity, and compassion, our mission is to make insurance feel simple, personal, and empowering—so you can move forward with confidence.

We proudly help individuals, families, and small businesses with coverage options such as:

  • Health Insurance (Marketplace & Private Plans)

  • Life Insurance

  • Ancillary (Dental, Vision, and Hearing Plans)

  • Supplemental Coverage (Accident, Critical Illness, Disability, Deductible Eliminator (Out-of-Pocket Max)

  • Small Business & Group Health Plans

Faithfully Planned is an extension of PI Solutions, created to serve clients who are planning for retirement and beyond. Through Faithfully Planned, we offer specialized guidance in:

  • Annuities

  • Financial Coaching (Coming Soon!)

  • Medicare Plans (Advantage, Supplement, and Prescription Drug)

  • Life Insurance with Living Benefits

  • Retirement Solutions

  • Long-Term Care & Final Expense Planning

No matter which services you need—whether it’s Medicare, health insurance, life coverage, or retirement planning—you’ll receive the same trusted guidance, honest communication, and heartfelt support. Because here, insurance is personal—and you and your future truly matter!

Meet Jennifer

Hi, I’m Jennifer—founder of Peterson Insurance Solutions and the heart behind Faithfully Planned. You might also know me as The Organized Agent. I’m a homeschooling mom, a woman of faith, and someone who believes deeply that how you care for people matters more than any policy you could offer.

I started this journey with a simple but powerful mission: to help others protect what matters most. From health insurance to Medicare, life coverage to retirement planning, I’ve made it my calling to guide families and individuals through every stage with compassion, integrity, and wisdom.

For me, this isn’t just a job—it’s a calling. Every conversation is a chance to meet someone where they are, listen to what matters most, and offer solutions that bring peace of mind and long-term security. Whether you need help with health coverage, life insurance, or planning ahead financially, I’m here to walk alongside you with care and purpose.