The Retirement Specialists
At Peak Financial Solutions, we work with our clients on these and other topics. We will help you decide if a Roth IRA conversion is in your best interest. We will work with your attorney to make sure your estate is efficiently transferred to future generations. We are a full service, independent financial planning firm based in Las Vegas and serving clients across the country for over 30 years.
Many clients are looking for more than investment help. They are often looking for:
- Reducing income taxes
- Creating income for retirement
- Determining best ways to work with pensions and Social Security
- How much do I need to retire?
While we work with a wide variety of individuals, we specialize in working with:
- Pre-retirees - We coach people on saving for retirement. With our help, you will find out how much you'll need in retirement and how to invest it.
- Retirees - Are you looking to create a source of income? Or maybe an efficient way to transfer wealth to future generations? We can help!
- Nevada government workers - With our years of experience of helping people from Clark County School District, local police and fire departments, and other government branches, we can help you navigate the complex retirement systems so you can take full advantage of your opportunities.
- Small business owners - We have worked with small business owners for many years, helping with retirement planning for both the owners and employees. Wondering if your 401(k) is paying too much in fees? We can help!
Financial planning is not a topic to be taken lightly. It is important to seek qualified help to ensure the quality of your retirement. As a CERTIFIED FINANCIAL PLANNER™ professional, Mike can help you define your goals so you can work towards them.
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There are many financial advisers available to help you. We differentiate ourselves with service. Find out how Peak Financial Solutions and our Gold Medal Services can help you.
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This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
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This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
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