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.

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

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swi...
03/19/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

www.peak.financial

Are you on track for a comfortable retirement? It's time to rethink the old $1 million savings goal and adapt to today's...
03/18/2026

Are you on track for a comfortable retirement? It's time to rethink the old $1 million savings goal and adapt to today's economic realities. Here are three key points to consider:

🌍 Location Matters: Your retirement destination can greatly affect how long your savings last. For example, $1 million could last about 22.7 years in Mississippi, around 19.8 years in North Carolina, but just over a decade in Hawaii. With average retirement lengths of 18.6 years for men and 21.3 for women, choosing the right location is crucial.

🤔 Define “Comfortable”: What does a comfortable retirement mean to you? A serene life in a small town or an adventurous journey around the globe? Your vision of retirement significantly influences your financial needs.

💰 Stay Consistent: Whether retirement is just around the corner or years away, regular contributions to your savings, no matter how small, can make a big difference over time.

With proper planning and expert advice, you can tailor your investments to fit your retirement dreams. Unsure if your current plan is on track? We’re here to help refine your strategy. Reach out for a chat – let's make your golden years truly golden!

www.peak.financial

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in ret...
03/17/2026

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in retirement. One approach that’s helped some retirees stay confident through volatility is the bucket investing strategy. Swipe through to learn more.

Have questions about this approach or your retirement strategy? Reach out. We’re here to help you build confidence in any market.

www.peak.financial

Address

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

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Peak Financial Guidance posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category