Concierge Services



Your financial goals change as you progress through your career and transition into retirement. Your financial plans need to grow right along with these goals. So whether you seek to protect your wealth, grow your portfolio, plan for retirement, or transfer wealth to heirs, Peak Wealth Planning fits your needs and your vision.


Vision & Fit

Discover if you are a match for Peak Wealth's services.

  • Beginning with an introductory meeting, the Peak Wealth Planning team will learn about you, your family, and your vision and values. During this discussion, you will:

    • Share your financial goals, 

    • Express your lifestyle desires,

    • Identify people you care about, and

    • Learn about our fees and services.

  • Using your vision for the future, Peak Wealth Planning will develop a customized proposal to meet your financial planning needs.


Financial Plans

Develop an entire financial picture to achieve your goals.

  • As a Peak Wealth Planning client, you receive financial advice that aligns with your long-term goals. Our team will:

    • Have a conversation to gain a deeper understanding of your vision and values,

    • Document your financial assets, 

    • Catalog your statements and information,

    • Evaluate household cash flow, accounting for lifestyle spending and savings, and

    • Draft a financial plan to align your long-term goals with resources.

  • Your trusted advisor will review this plan with you, and make recommendations based on whether your financial resources are sufficient to meet your desired timeline. 

  • Your financial milestones and net worth are reviewed annually to ensure you are on track to meet your goals.


Risk Review

Uncovering pitfalls before they derail your goals.

  • Peak Wealth Planning's Risk Review uncovers pitfalls that could derail your ability to meet lifestyle goals and financial milestones. During this assessment, we will:

    • Identify the risks you are exposed to, such as premature death, running out of money, nursing home care, and divorce of an adult child, etc.,

    • Discuss the pros and cons of accepting or transferring each risk, 

    • Decide which risks you are willing to accept or transfer, and

    • Advise you on appropriate tools to transfer select risks.

  • Some of the tools Peak Wealth Planning uses to transfer risk include insurance, corporate structures, trusts, and asset titling.


Invest & Retire

Gain peace of mind your investments will be enough.

  • Unlock the full potential of your wealth-building journey while achieving your financial independence. As a client with Peak Wealth Planning, your trusted advisor will:

    • Track your net worth,

    • Evaluate your portfolio asset mix and capacity for risk, 

    • Review current investments and savings rates to ensure they meet your lifestyle needs and financial goals,

    • Advise on investment mix changes to meet your lifestyle goals or reduce portfolio risk, and

    • Discuss investment statements and answer questions you may have.

  • The journey into retirement presents many challenging decisions. Peak Wealth Planning helps you make good decisions and generate a sustainable income stream.


Estate & Taxes

Secure your legacy.

  • You have worked hard to create a legacy for your loved ones and deserve to decide what becomes of it. Peak Wealth Planning’s Estate Planning assessment ensures your resources will protect and provide for the ones you love. We will:

    • Review your current estate planning documents in light of vision and values, 

    • Ensure documents reflect your goals and are tax-efficient, 

    • Coordinate with an attorney to create or revise your will and trust documents, 

    • Consider asset protection strategies for future generations, and

    • Review tax returns and asset locations for opportunities to reduce taxes today and in the future.

  • Peak Wealth Planning will ensure your surviving spouse or family members have timely answers to their financial questions.


Decision Help

Expert advice makes decision-making easy.

  • Peak Wealth Planning’s clients are confident with their decisions because they have expert advice a phone call away. We answer your questions about:

    • Mortgages, vacation homes,

    • Stock options, asset allocation, and taxes,

    • Changes to 401k and other workplace benefits, and

    • Business succession planning or sale.

Google and D.I.Y. financial planning tutorials will only take you so far. Peak Wealth Planning’s clients enjoy expert advice a phone call away. When your eyes glaze over from reading too much, set up a Discovery Call with us.


How To Get Started


Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is no obligation or charge for an initial discussion.