Peak Financial Partners also provides a portfolio of additional services intended to simplify many aspects of our clients’ financial lives and give them more time to focus on the matters most important to them. Included among these services are: budgeting, banking services and access to financial, tax and estate planning services.
Office Services
- Financial planning
- Budgeting
- Reporting / Statements
- Succession & Philanthropic Planning
- Bank Account Oversight
- Bill Payment, Check Writing
- Estate & Tax Planning
- Assistance with Tax Preparation
- Insurance review
- Process Consulting
- Financial Records Review
- Savings Plans to meet your specific goals
- Buying / Building a home
- 529 College Savings plans
- Divorce Planning
- Moving to a Retirement facility (for yourself or parents)
- Oversight of an elderly family member’s financials
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