At Peak Investment Advisors, our focus each day is helping you get one step closer to reaching your financial goals.
Whether you are just getting started with investing or readjusting before retirement, the foundation of our thorough approach is ongoing consultation and communication, so that we can tailor all investments specifically to you and your situation. Understanding your current situation as well as your future goals and objectives allows us to develop a strategic, ongoing plan specifically designed to meet your family's needs.
As independent advisors we are obligated to our clients and have a fiduciary responsibility to always act in the best interests of our clients.
Investment Advisory/Management Services
Through Peak Investment Advisors, Inc.'s services, we strive to help individuals, families and businesses achieve financial security and independence. We will work with you to identify your financial goals and objectives while developing realistic strategies to create, accumulate and preserve your wealth.
Peak Investment Advisors, Inc. can coordinate all aspects of your financial affairs. When planning, implementing and monitoring your portfolio, we can integrate tax, insurance, financial and estate planning advice to serve all your financial needs.
Financial Reviews
At Peak Investment Advisors, Inc., we take a big picture approach in helping our client's develop and understand their financial goals and objectives. The first step down this path is to gain a comprehensive understanding of our client's present financial situation and long-term personal financial objectives.
We provide complete reviews of your finances, identifying any alternatives that may make a difference for your unique situation. We offer detailed explanations of various investment options to help you carefully plan your financial goals and objectives.
Facing your financial issues can feel like an overwhelming, insurmountable task. However as we like to say, even the greatest challenges can be managed with the right team.
When we work together, our number one priority will always be providing you with the best service possible. Our team members take a personal interest in each client relationship we build, and we grow by forming long-lasting relationships. For this reason, we never lose track of our core mission to help our clients improve their individual financial position and increase their personal net worth.
Our team can assist you with:
Estate Planning
Too often, poor trust and estate planning leaves a person's lifetime work in the hands of a probate judge and the U.S. Government. Trust and estate planning is something everyone at any age needs to consider. Our alliance can provide a comprehensive plan to help protect a family's assets for spouses, children and future generations. They assist individuals and families in avoiding probate court, lowering inheritance and capital gains taxes, thereby minimizing future financial uncertainties.
Retirement Planning
No longer can individuals escape the need to consider retirement planning at an early age. Retirement means a time to relax, pursue new hobbies or travel the world. Without careful planning, you may actually have to work harder and longer in life. It is safe to say that everyone should be planning for retirement well before the age of 65. To ensure you establish the retirement plan that will best help you attain your goals, it is important to work with trustworthy and experienced professionals.
To get started, we begin by scheduling an initial meeting. Here we will gain a better understanding of your unique financial situation including your goals, objectives, questions, concerns, and timeline. We will also provide you more information about us, our process and services, and determine if it is a good fit for both parties to move forward.
13216 Executive Park Terrace
Germantown, MD 20874
(240) 361-2700
(440)-549-7959
