Our Services

Peak Financial Consulting was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available and earn a reputation for excellence in our industry. For each of our clients we strive to create financial stability, security and peace of mind.


Comprehensive Financial Planning

  • Retirement Income
  • Estate Transfer
  • Education
  • Wealth Accumulation
  • Debt Reduction

Strategic Asset Management

  • Asset Allocation
  • Stocks, Bonds, Mutual Funds
  • IRA
    • Traditional
    • Roth
    • SIMPLE
    • SEP
  • Tax Advantaged Investing
  • Alternative Investments
  • Active or Passive Management

Risk Management

  • Insurance
    • Life
    • Health
    • Disability
    • Long Term Care
    • Term
    • Whole
    • Universal
    • Income
  • Annuities
    • Fixed


For more information, please contact one of our CFP® professionals.