Financial Planning

Achieve Your Financial Goals

Financial planning provides you with one of the best opportunities to achieve your lifelong goals— from buying your first house to retiring near your grandkids. We help you target your goals and priorities by developing an understanding of your full financial picture, then outlining strategies that align with your changing needs and resources over time.

Our Planning Process:

Develop a clear picture of your current financial situation by reviewing your:

  • Current and future income sources
  • Savings
  • Assets and liabilities
  • Insurance coverage
  • Investment portfolio
  • Tax exposure
  • Estate plan

The Peak team will work with you to:

  • Establish and prioritize financial goals and time frames for achieving your goals
  • Build plans that address your short- and long-term financial goals. Strategies can include implementation of investment portfolios, specific savings and withdrawals rates into/from different account types, Social Security maximization, and health insurance/Medicare planning
  • Suggest tax and estate planning strategies that may include consultation and coordination with other financial professionals (e.g., CPAs and estate attorneys
  • Monitor your plans and adjust as your goals, time frames and/or circumstances change
  • Leverage cutting-edge software to perform financial planning and retirement analysis, including walking you through various “what if” scenarios for additional planning feedback

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