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.
For a FREE subscription to our newsletter, which includes our quarterly market commentary, tax saving ideas, and up to date information, please fill out this form with your name, address, and phone number. We will make sure to add you to our subscription list. And rest assured, your information will NOT be shared with anyone.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are six flags that may make your tax return prime for an IRS audit.
Retirees traveling abroad need to know that their health insurance travels with them.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It's important to understand how inflation is reported and how it can affect investments.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.