Peak Financial Guidance

Peak Financial Guidance We work with clients who value having a trusted advisor.

Peak Financial Guidance provides sophisticated, fee-based financial planning, investment management and insurance planning solutions to individuals, business owners and families.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/04/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.
www.peak.financial

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/02/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.
www.peak.financial

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.The good...
05/28/2026

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.

The good news is that when employees are classified correctly, your 401(k) administration process becomes smoother — amid predictable testing results, preservation of contribution limits, and a reduced need for administrative corrections.

We’re here to help make sure you and your team are fully supported. If you have questions, don’t hesitate to give us a call.
www.peak.financial

This week, another oil shock related to the war in Iran dominated, pushing energy prices sharply upward and reigniting i...
05/26/2026

This week, another oil shock related to the war in Iran dominated, pushing energy prices sharply upward and reigniting inflation pressures. Equities held up better than the broader environment might have suggested, and gains masked a quieter shift toward caution. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
www.peak.financial

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East...
04/21/2026

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East. Bond yields stayed relatively steady, and the Federal Reserve still looks unlikely to cut rates anytime soon. Swipe for more information.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
www.peak.financial

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst...
04/13/2026

U.S. markets posted their best weekly gain this year, with the major indexes all closing firmly in the green even amidst uncertainty surrounding the conflict in Iran. Additionally, March’s data releases gave a clearer picture regarding inflation and the job market. Swipe for more information.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
www.peak.financial

Last week's holiday-shortened trading period was defined by tension between the ripple effects of the ongoing geopolitic...
04/06/2026

Last week's holiday-shortened trading period was defined by tension between the ripple effects of the ongoing geopolitical conflict, surprisingly resilient domestic data, and better-than-anticipated employment figures. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.
www.peak.financial

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6312 S Fiddlers Green Circle, Suite 300E
Greenwood Village, CO
80111

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