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Employee Owner's Guidebook

BROUGHT TO YOU BY PEAK WEALTH PLANNING

Peak Wealth Planning's ebook The Employee Owner's Guide to Diversification & Retirement Planning

This guidebook covers decisions you will make about your ESOP – when you make them, why they impact your finances, & how to create retirement income.

Employee Owner's Guidebook to Diversification and Retirement Planning

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About Peak Wealth Planning

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Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps clients achieve their goals and enjoy peace of mind.

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ESOP Participants

Peak Wealth Planning specializes in helping ESOP participants diversify company stock into an investment portfolio to meet their retirement income needs.​

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