Broker Check
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

    Pay Yourself First

    Pay Yourself First

    It sounds simple, but paying yourself first can really pay off.

    Buying vs. Leasing a Car

    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.

    Gun Ownership and Your Homeowners Policy

    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.


    The Ivory Tower Changes Wall Street

    Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

    Building Your Legacy

    A four-step framework for building a personal legacy.

    Weighing the Benefits of Prepaid Debit Cards

    It's important to understand the pros and cons when considering a prepaid debit card.

    A Brief History of Estate Taxes

    Federal estate taxes have long since been a lucrative source of funding for the federal government.

    The Half Million Dollar Baby

    The true cost of raising a child may be far more than you expect.

    What If You Get Audited?

    The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

    View all articles arrow

    Contributing to an IRA?

    Determine if you are eligible to contribute to a traditional or Roth IRA.

    Saving for Retirement

    This calculator can help you estimate how much you may need to save for retirement.

    Comparing Investments

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

    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

    Long-Term-Care Needs

    Determine your potential long-term care needs and how long your current assets might last.

    Bi-Weekly Payments

    This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

    View all calculators arrow

    Principles of Preserving Wealth

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

    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    Managing Your Lifestyle

    Using smart management to get more of what you want and free up assets to invest.

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    Tax Management Strategies

    Learn more about taxes, tax-favored investing, and tax strategies.

    Your Cash Flow Statement

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

    View all presentations arrow

    Your DNA Test

    If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

    The Fed and How It Got That Way

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

    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?

    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

    Exit Strategies of the Rich and Famous

    Estate conservation is too important to put off. Do you have a smart exit strategy?

    Retirement Redefined

    Around the country, attitudes about retirement are shifting.

    View all videos arrow