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

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.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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