Retirement Planning

Maximize Your Wealth for the Long Run

Retirement planning isn’t just about the distant future. Planning is about being pragmatic, setting appropriate expectations, and adapting to changing circumstances throughout your life. Retirement planning helps you make key decisions and take actions that maximize your wealth for the long run, while also addressing more immediate financial priorities like one-time purchases, college education, and health care.

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

Get Our Latest Insights

Subscribe to our quarterly newsletter for all the latest news
and information about investing and financial planning.