Peak Investment Advisors, Inc.

 

 

 

Your success is our motivation.

 

Finding the right financial advisor can be a stressful and sometimes overwhelming decision. You want to find an advisor you can trust; one who gives you the personal attention you deserve; and most importantly, one who drives for your success.

 

At Peak Investment Advisors, Inc., we strive to help you understand and achieve your investment goals. We are independent investment advisors. As independent investment advisors we are obligated to our clients. Your success is important to us because we are passionate about helping others reach their full potential. Our professionals can help you succeed by taking an in-depth approach to your unique situation and applying their expertise to provide timely and accurate advice. We strive to be known not only as an advisor, but also as a partner in our clients’ financial needs.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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