About Us

   As the great song goes, "Life is what happens while you are busy making other plans." Seems John Lennon would have enjoyed being a part of our experienced yet nimble Peak Planning Group team.      

  Since 1990, we've been helping our clients plan and build strong futures while ensuring they are prepared for unexpected events along the way.  It may feel like a stretch, but after all these years we're convinced that removing the stress many have around their financial life simply improves every other interaction and experience they have.

We believe the most important role of a financial advisor is to help guide, coach, and uncover the opportunities (and potential threats) ahead.

    As we often hear, our success is based on offering clear, effective communication, responsive service, and our ability to look holistically at the right solutions for each situation. We seek to preserve, grow, and distribute the wealth accumulated by our client families.  Whether this wealth was accumulated over a career (income, bonuses and/or company stock) or through a life event (a business sale, inheritance or divorce settlement), we educate our clients and seek to have  complete transparency while managing these important family assets.

     When markets are favorable, we seek to take advantage of these times to grow portfolio wealth and retirement/income resources.  In prolonged times of market draw downs, we seek to lessen these effects for the overall plan.  This is done with asset allocation and diversification, portfolio hedges, portfolio re-balancing, income management and tactical re-allocation.

Please learn more about us by meeting our team.

Diversification and strategic asset allocation do not ensure a profit or protect against a loss.  Past performance is not indicative of future results.  Investing always involves risk and you may incur a profit or a loss.  No investment strategy can guarantee success.

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