Creating Clarity with Relationships and Guidance
We're a comprehensive financial planning firm that focuses on retirement income, investment, tax efficiency and estate planning. What is most fulfilling about this career is hearing my client's stories, solving problems, and building long-lasting relationships.
As a Financial Advisor at the Peak Legacy Group, I saw an opportunity to affect change across generations with sound financial advice while guiding our clients toward good stewardship. Our aim is to provide clarity in your situation, reduce financial stress and uncertainty, and put time back into your retirement for your priorities and passions.
Through planning, we answer questions like "Am I on track to retire?" "Can I retire early given my current savings". Even questions you didn't even know you had, "What are my biggest risks or things that will derail my plan?" "Am I still working because I feel like I have to or do I genuinely like what I do?"
Here are a few items that we can explore:
- Tax-Loss Harvesting
- Roth Conversions
Estate & Wealth Transfer Strategies
- Donor Advised Funds