Education and Family Focused
Located in Dayton, OH, Peak Advisory Group provides you with a process to get you to your goal, and the education to help inform you along the way. Because we understand the challenges families face today, we offer an open mind, a friendly ear, and a suite of products to guide you in the right direction, no matter your phase of life.
Unique and Tailored Strategies
Our three-step approach consists of getting to know you, understanding where you are now and where you want to be, and developing a plan to take you on the journey. Once the plan is implemented, we continue monitoring and tailoring the process, making changes based on shifts in your economic or living situation.
Making Sense of Charitable Giving
When you begin to prioritize charitable giving, we can help you incorporate your charitable goals into your financial plan, find an organization to give to, select the assets you want to give, determine how to make the gift, and how charitable giving can influence your taxes.