Financial Planner in Champaign, IL
Financial Planners in Champaign, IL are a dime a dozen and many come from large firms where you are in a rolodex of hundreds if not thousands of clients. If you want a financial planner in Champaign with a personalized approach and solid expertise, look no further. Get in touch with Peak Wealth Planning and contact our CEO and certified financial planner, Peter Newman.
Peter Newman is one financial planner in Champaign-Urbana who takes a personalized approach to his clients. He works primarily with individuals who's net worth exceeds $2M and who are serious about growing their wealth and putting a plan in place. As a financial planner, it is our job to appropriately help you make a plan, provide advice on types of accounts, tax implications, and more. Peak Wealth Planning has gained extensive expertise in financial planning due to Peter's extensive experience at the University of Illinois, and his growth of the endowment from $250 million to $700 million and increasing operating cash from $700 million to $2.5 billion.
Financial planning is something that takes a solid plan, expertise, and the right timeline. Peak Wealth Planning has the perfect amount of experience and expertise in financial planning to make your assets grow to fit your lifestyle; before and after retirement. Many people want to achieve financial freedom, and with the right financial planner at Peak Wealth Planning we can help you achieve it.
Peter Newman is a financial planner that has unique experience in the Champaign-Urbana area and can also 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.