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How We Work

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
  • Risk Management

Strategic Asset Management

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 952-303-8200