Peak Wealth Planning, LLC
Financial Planning is more than investing in stocks or mutual funds. Whether it is to save for retirement, pay off existing debt, or put together a college fund for your grandchildren, Peak Wealth Planning, LLC works with you to develop a personalized roadmap to achieve your financial goals.
Integrity and Trust Peak Wealth Planning, LLC provides conflict free investment management. We are fee only and not compensated for selling you a specific mutual fund, stock, or other investment product. Peak Wealth Planning, LLC is a Registered Investment Adviser (RIA). As an RIA, we have a responsibility to act in your best financial interest. Before we recommend a specific investment, we take the time to understand your financial situation and goals. Through a confidential planning process, we work with you to create a financial plan and an Investment Policy Statement (IPS) that guides our recommendations and actions. Your investments are placed with a custodian for safekeeping. You can, at any time, independently verify the value of securities with the custodian. Peak Wealth Planning, LLC utilizes TD Ameritrade for custody.
Address: 2723 Valleybrook Dr. Champaign, IL 61822 USA
Phone: +1 217 840 8401
FAX: +1 815 550 1862
