Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company. Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a processes called the SAIL FORMula.
Financial planning practice offering comprehensive planning, to include retirement, risk and wealth management.
Understanding what’s important to you and your family is always her highest priority. Together you’ll create a personalized plan with proven investment strategies for your financial goals: planning for and living in retirement, education savings, estate planning, life insurance, or wealth management. It’s never too early or late to make sure you’re on track to secure your future. Contact her to get started.