What We Do
YOUR TRUSTED ADVISOR
Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth. For retirees, we manage investments, protect your wealth, and distribute predictable retirement income. If you have concentrated stock holdings, we can create a diversification plan to reduce your risk and protect your wealth. If you own a business that you may sell, we do the planning to determine the lifestyle your proceeds will support. If you are a real estate investor, we can optimize the return from cash on your balance sheet or increase your wealth with an investment portfolio that complements real estate holdings.
How To Get Started
SCHEDULE A CONSULTATION
Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is not obligation or charge for an initial discussion.
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Our blog covers financial planning, investment strategy, tax saving tips, and retirement lifestyle topics.