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The Retirement Specialists

At Peak Financial Solutions, clients come first! We are a full service, independent financial planning firm based in Las Vegas and have been serving clients across the country for over 30 years. 

We help clients with 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?

Our Gold Medal Services help with these topics and more. 

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. Mike 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 advisers available to help you. We differentiate ourselves with service. Find out how Peak Financial Solutions and our Gold Medal Services can help you.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

A Penny Saved is Two Pennies Earned

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

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Surprises

Making the most of surprises is a great reason to work with us.

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