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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. 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


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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.



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