Peak Wealth Planning Logo

  • SERVICES

    • WEALTH BUILDING
    • FINANCIAL PLANNING
    • FEES & DISCLOSURES

  • WHO WE WORK WITH

    • UNIVERSITY EMPLOYEES
    • RETIREES
    • ESOP PARTICIPANTS
    • REAL ESTATE INVESTORS
    • BUSINESS OWNERS

  • OUR TEAM

  • CLIENT TOOLS

    • Access Net Worth Calculator

  • CONTACT

  • BLOG

  • More

    Use tab to navigate through the menu items.
    • All Posts
    • ESOP
    • Financial Planning
    • Health & Wellness
    • Investment Strategy
    • Tax Saving Tips
    • Lifestyle
    • SURS
    • Entrepreneurs
    • Business Owners
    • Estate Planning
    • Financial Literacy
    Search
    Hacking the new SURS Retirement Savings Plan (RSP)
    Peter Newman, CFA
    • Jul 21
    • 5 min
    SURS

    Hacking the new SURS Retirement Savings Plan (RSP)

    How Can a Financial Representative Help Me?
    Peter Newman, CFA
    • Aug 27, 2021
    • 2 min
    Financial Planning

    How Can a Financial Representative Help Me?

    What Should I Know About My Retirement Plan?
    Peter Newman, CFA
    • Aug 20, 2021
    • 4 min
    SURS

    What Should I Know About My Retirement Plan?

    How Will I Pay for Health Care in Retirement?
    Peter Newman, CFA
    • Aug 13, 2021
    • 3 min
    Financial Planning

    How Will I Pay for Health Care in Retirement?

    When Can I Afford to Retire?
    Peter Newman, CFA
    • Aug 6, 2021
    • 4 min
    Financial Planning

    When Can I Afford to Retire?

    University of Illinois Voluntary Separation: Should I Do It?
    Peter Newman, CFA
    • Jan 7, 2021
    • 2 min
    Financial Planning

    University of Illinois Voluntary Separation: Should I Do It?

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

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

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

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

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

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

    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.

    SCHEDULE A CALL
    peak-only_edited.png

    Keep in Touch

    SUBSCRIBE & BECOME A PEAK WEALTH INSIDER

    Gain access to on-going financial education.

    Thanks for submitting! You'll receive an email verifying your subscription.

    Peak Wealth Planning logo
    Peak Wealth Planning Logo
    • Facebook
    • LinkedIn

    Home

    Our Services

    Wealth Building

    Financial Planning

    Fees & Disclosures

    Who We Work With

    Individuals Planning for Retirement

    Retirees

    ESOP Participants

    University Employees

    Real Estate Investors

    Business Owners 

    Other

    Our Team 

    Client Tools

    Contact

    Peak Wealth Planning

    2723 Valley Brook Dr.

    Champaign, IL 61822 

     

    217-840-8401

    Schedule a Discovery Call

    ​

    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, Winter Park, Denver, and Aspen), and Florida (Vero Beach and Orlando), and nationwide.

    Copyright 2022. Peak Wealth Planning, LLC.   

    DISCLOSURES & LEGAL INFORMATION

    Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

    Created by BigGuy Technologies