Peak Financial Planning
We help individuals and couples age 50+ navigate the "Retirement Risk Zone" and live at peace with their wealth.
We will help you document your financial wishes and goals.
We can help you create a reliable retirement income stream that you understand, and that will outlive YOU.
We can help you pay the government less so that you have more money to spend on the things you care about.
We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of.
Additional Resources:
What is a Comprehensive Financial Plan?
A Guide to the Retirement Bucket Strategy
Financial Advisor vs Financial Planner
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.