7333 Paragon Road, Suite 250,
Our goal at Peak Advisory Group is to help develop a comprehensive process and provide the necessary education and information along the way to your financial goals. This empowers you to take the actions necessary to reach your desired outcome.
Additionally, we understand the challenges that families, such as yours, face today. Our response is to provide an open mind, a friendly ear to listen, "what-to-do" advice, and a suite of comprehensive products and services. Together, these formulate a financial strategy that addresses your specific situation and goals.
In addition to a comprehensive collection of products and services, we work to ensure you reach your ideal destination and desired financial outcomes. This includes advice and suggestions in areas including retirement and financial planning, whether your investment vehicle is a defined-contribution plan, like an IRA or 401(k), or an employer-funded defined benefit plan.
You spend a great deal of time working for your wealth and building your, but you may also need to spend some effort ensuring that your wealth will work for you. We can help ensure your finances are in order to last for as long as you need them to, even keeping some of your wealth for future generations to enjoy.
Matt Beck, MBA, AIF®, CRPS®
Doug Lindley, CWS, AIF®
Senior Financial Advisor
Too many in the industry make finance complicated. We teach and simplify plans you can understand and follow.
We're fiduciaries in the truest sense of the word. Each of our advisors will advise with your best interest in mind.
While everyone may start from a different place, there's a process for getting you where you're going no matter where you're at.
Outcomes matter more than investments. We're not married to products so you can expect your plan to stay versatile and keep you on track.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
No matter where you are in life, we offer a suite of products, services, and intelligent advice to help you determine where you want to be and how to get there.
You're unique, and our approach takes that into account. Only after we've gotten to know you will we develop strategies and provide advice on the path to take.
Are you ready to determine the path that will get you to a financially secure destination? Get in touch for your no-obligation consultation.