Broker Check

The New Standard in Personalized Wealth Management


At Peak Financial Solutions, our services go beyond just investment advice. We have created our Gold Medal Services to help clients in all aspects of their financial life. Our services include:

Investment Portfolio Stewardship

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent advice from a Certified Financial Planner™
  • Recommendations regarding allocations within your employer-provided retirement plans such as 457s, 401(k)s, TSP
  • Aggregation of all your accounts to simplify and reduce paperwork 
  • Independent third party evaluation of your risk tolerance


Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax strategies including tax advantaged investments
  • Cost basis calculation


Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiary structure of your retirement plans
  • Review the possibilities of converting to a Roth IRA 


Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs
  • Analysis of your insurance needs and concerns


Client Services & Communications 

  • Newsletter to keep you apprised of the most current planning options
  • Quarterly, Semi-Annual or Annual Reviews
  • Secure online access to your accounts
  • eMoney website to consolidate investments, bank accounts, credit cards, and 401(k) plans
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events (including client education and appreciation events)