Financial Advisor in Champaign, IL
If you're looking for a financial advisor in Champaign, IL, Peak Wealth Planning is the answer. Peter Newman is the President and Founder of Peak Wealth Planning. He is an independent financial advisor who holds the distinguished CFA Charter. Prior to starting the firm, Peter managed the investments for the University of Illinois.
While at Illinois, Peter grew the investments from $700 million to over $3 billion. During that time, Peter interviewed and selected from hundreds of investment managers. Peter applies this disciplined approach to selecting investment managers to meet your unique financial goals.
If you have questions about the SURS retirement plan or voluntary separation agreements, Peter can assist you in evaluating your options. SURS recently made a number of changes to the self-managed plan or SMP. These changes are complicated, but Peter has studied them closely and understands them. The new Retirement Savings Plan or RSP provides you with more flexibility over how you can withdraw your retirement money.
If you need a financial advisor and want to protect and grow your wealth, or put a plan in place for the future, set up a call with Peak Wealth Planning today. We've helped clients achieve results with the right balance of diversification, risk, and planning.