Broker Check
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

The Retirement Specialists


Your financial life is complicated. Whether you are a pre-retiree, a business owner, or a Nevada government worker, you are not immune to the complexities of personal finances. Luckily, Peak Financial Solutions is specialized in helping people like you, better plan for retirement.

  • Pre-Retirees - We coach people on saving for retirement. With our help, you will find out how much you'll need, and how to invest it.
  • Retirees - We help individuals take their retirement in the most tax efficient way possible. 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 - For over 30 years, we have worked with individuals who serve with the 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. At Peak Financial Solutions, our team has the following credentials & training:


For a FREE subscription to our newsletter, which includes our quarterly market commentary, tax saving ideas, and up to date information, click here and 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 advisors available to help you. We differentiate ourselves with service. Find out how Peak Financial Solutions and our Gold Medal Services can help you.


Certified Financial PlannerEd Slott Master Elite IRA Advisorbest financial advisorFinancial Planning Association


Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Rightsizing for Retirement

What does your home really cost?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow