top of page

University Employees

WEALTH BUILDING FOR RETIREMENT

As a university employee planning your future, you have questions about retirement. You may want to know: When can I take my pension? How much income will my pension generate? What sources of income will I have in addition to my pension? Can I afford college for my children? How do I organize and manage my investment accounts? What happens to my health insurance? How do I take care of my spouse? What insurance do I need after I retire?

​

Peak Wealth Planning specializes in providing financial planning and investment management services to University of Illinois – and other university – employees.

​

​Peak Wealth Planning helps you get organized for retirement. Through our financial planning process, we identify what’s important to you and your retirement vision. Then, we guide you through assessing your pension, investment, and insurance options. Once you understand the options, we work with you to create a strategy to meet your retirement income needs. We also help you meet related goals, such as college for children, security for your spouse, planning for long term care needs, leaving a legacy, and enjoying your life every step of the way.

How will a CFA help university employees?
fresh powder on a mountain top

TRANSITION INTO RETIREMENT

Peak Wealth Planning
Peak Wealth Planning

How To Get Started

SCHEDULE A CONSULTATION

Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is not obligation or charge for an initial discussion.

Peak Wealth Planning

Become a Peak Insider

GAIN ACCESS TO ON-GOING FINANCIAL EDUCATION.

Peak Wealth Planning
  • Facebook
  • LinkedIn

Peak Wealth Planning

4311 North Ravenswood Ave

Suite 217

Chicago, IL 60613

​​

​

217-303-5040

Schedule a Discovery Call

​​

Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Uptown, Ravenswood, Lakeview, Lincoln Square, Lincoln Park, Vernon Hills, Wilmette, and La Grange Park), and nationwide.

Copyright 2025. Peak Wealth Planning, LLC.

​

SITE MAP | DISCLOSURES & LEGAL INFORMATION | PRIVACY & DATA COLLECTION POLICY

​

Peak Wealth Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists.​

 

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. 

​

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

bottom of page