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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Portfolio Risk Management

Right now, if the stock market crashes, how much will you lose? You probably have no idea, and it’s probably a lot more than you think, and a lot more than you could withstand. It’s imperative you know how much risk you are taking, in writing. You need to have a risk stress test performed on your portfolio, just like a cardiac stress test you would have the doctor perform on your heart. Once you know how much risk you are taking currently, it makes it very easy to decide your next steps.

At Peak Financial Freedom, we help retirees look at what they must prioritize as their number one financial goal: Asset protection against big losses which maximizes their income and increases the probability you won’t run out of money for your entire lifetime

Income Planning for Life

One of the biggest fears almost every Retiree has is running out of money, so retirees need to create dependable income, they need a guarantee they’re not going to run out of money for as long as they live.

That sounds pretty simple, but it’s often very difficult for retirees to figure out how to do this. They often get conflicting advice. To help eliminate the fear of running out of money you must establish “Certain Income,” income that is guaranteed to be paid to you for as long as you live, to make sure you have enough money to pay for all of your wants and needs.

At Peak Financial Freedom Group, we have found the single best way to help retirees stop worrying about their money is to make sure their income is guaranteed to be paid to them every month for as long as they live.

Asset fee control

Many Retirees think they are paying 1% in total fees on their portfolios, because that’s all they can see on their statements or that’s what their broker has told them. But what if you found out that you, like most Retirees we have seen, are actually paying upwards of 3% or even more per year in fees? That could really hurt your plans for retirement. In addition to making the fees you pay transparent, for the vast majority of our clients we have been able to provide significantly lower total fees, which includes advisory fees and hidden fees.

To minimize fees, you have to understand all of the potential fees you could be paying, which we can help with. We have sophisticated software to help us uncover even the hidden fees. The bad news is that you may have paid far too much in fees during the last many years. The good news is that you no longer have to pay more than you should in fees once you schedule a complimentary financial planning review with us.

Legacy Planning

Most of the clients we work with state they want to make sure they have enough money for as long as they live, avoid large losses, enjoy a wonderful retirement, use their assets to create income, and pass whatever is left to their beneficiaries. Some clients want to leave as much money as possible to their loved ones while other clients don’t want their lifestyles to suffer simply to leave a larger legacy.

At Peak Financial Freedom Group we craft plans that meet the personal desires you have for yourself and your family. There is not a right or wrong answer, we help you plan for whatever individual goals you have.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  760-420-9494