Broker Check
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

Covid Update

Peak Financial Solutions remains available to help you with your financial needs. We are taking precautions and limiting in person appointments so we don't have clients sitting in the waiting room. Phone appointments and web calls are also available. to protect our own health, we are open reduced hours from 9am to 3pm. Check out our online workshops here.



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:

*Ed Slott's Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts.  It does not qualify a financial professional to provide investment recommendations, or advice.

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


Free Guide: All About Tax Reform

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.



Thank you! Oops!

Helpful Content

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

View all presentations arrow

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

View all videos arrow