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    How Can a Financial Representative Help Me?
    Peter Newman, CFA
    • Aug 27
    • 2 min

    How Can a Financial Representative Help Me?

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    What Should I Know About My Retirement Plan?
    Peter Newman, CFA
    • Aug 20
    • 4 min

    What Should I Know About My Retirement Plan?

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    How Will I Pay for Health Care in Retirement?
    Peter Newman, CFA
    • Aug 13
    • 3 min

    How Will I Pay for Health Care in Retirement?

    220
    When Can I Afford to Retire?
    Peter Newman, CFA
    • Aug 6
    • 4 min

    When Can I Afford to Retire?

    280
    University of Illinois Voluntary Separation: Should I Do It?
    Peter Newman, CFA
    • Jan 7
    • 2 min

    University of Illinois Voluntary Separation: Should I Do It?

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    I’m leaving the University of Illinois. Should I cash in my pension?
    Peter Newman, CFA
    • Oct 1, 2020
    • 6 min

    I’m leaving the University of Illinois. Should I cash in my pension?

    8740
    New to SURS? Selecting the Right Retirement Plan for Illinois University Employees
    Peter Newman, CFA
    • Sep 24, 2020
    • 5 min

    New to SURS? Selecting the Right Retirement Plan for Illinois University Employees

    1450
    Big Changes to SURS Self Managed Plan (and What it Means for You)
    Peter Newman, CFA
    • Sep 17, 2020
    • 4 min

    Big Changes to SURS Self Managed Plan (and What it Means for You)

    8560
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    Peak Wealth Planning

    2723 Valley Brook Dr.

    Champaign, IL 61822 

     

    217-840-8401

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    Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Vernon Hills, Wilmette, and La Grange Park), Colorado (Fraser, Denver, and Aspen), and nationwide. 

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