Our Services

Peak Wealth Planning takes a personalized approach to meeting your financial goals and investment needs. We are typically engaged by a client when they are considering a life transition such as changing jobs, selling a business, planning for retirement, purchasing investment property or a second home, inheriting real estate, or considering how to diversify a concentrated stock. It starts with a conversation around what is important to you, your family, your business, and what you would like to achieve. Our focus is understanding your unique needs, financial situation, and your goals before we create a formal investment recommendation.

peak-wealth-plan.png
peak-wealth-esop.png
travel_edited.png
peak-wealth-business-owner.png
mail.png
peak-wealth-real-estate.png

Copyright 2019. Peak Wealth Planning, LLC.   

DISCLOSURES & LEGAL INFORMATION

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

Peak Wealth Planning

2723 Valleybrook

Champaign, IL 61822 

217-840-8401

‚Äč