Financial Planner

CHAMPAIGN, IL

Financial Planner in Champaign, IL 

If you have questions about the SURS retirement plan or UIUC 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 retirement income. 

Peter Newman is a financial planner that has unique experience in the Champaign-Urbana area. He is a participant in the SURS retirement plan. Whether you have a SURS pension or are in the Retirement Savings Plan (RSP), Peter can assist you with understanding your retirement income options.

 

Peter has a unique background in real estate investments and managing investments for UIUC as well as the University of Illinois. He can offer clients perspective and insights that you won't find from other financial planners in the area. If you're looking for a financial planner in the Champaign area that has an extra edge, get in touch with Peak Wealth Planning. 

Peak Wealth Planning

2723 Valleybrook

Champaign, IL 61822 

217-840-8401

Copyright 2020. Peak Wealth Planning, LLC.   

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