Denver, Colorado

And the Western Slope

(303) 667-5117

June 28, 2022 | Welcome to Peak Financial Guidance.

Denver, Colorado

And the Western Slope

(303) 667-5117

Expert Financial Advice

Let our 50 years of combined experience work for you.

Work With A Registered Investment Advisor

We work as a fiduciary, which means we are obligated to act in your best interest.

Risk Evaluation

Is your portfolio aligned with your level of risk tolerance?

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Peak Financial Financial Planning

Financial Planning

We can help with the five primary planning objectives:

  • Help your dollar be tax efficient
  • Grow your dollar
  • Protect your dollar
  • Take back your dollar when you need it
  • Transfer leftover dollars effectively when you pass
Strategic Tax Planning

Strategic Tax Planning

Get a consolidated snapshot of your tax rates, phaseouts, deductions and credits in one concise report.  Are Roth conversions right for you? We can help you find out.

Investing

Investing

We can help you implement a disciplined, low-expense investment strategy so that your portfolio is aligned with your chosen level of risk tolerance.

What we Offer

With over 50 years of combined experience, we offer a wealth of resources to provide you with expert financial guidance.  For both businesses and individuals, you can trust us to help you achieve your financial goals.
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About Us

Peak Financial Guidance provides investment management, fee-based financial planning and insurance planning solutions to individuals, business owners, and families.  We work with clients who value having a trusted adviser to help optimize their path toward the goal of achieving financial independence.

Colorado is an amazing state! We have the ability to ski on sunny mountain slopes, bike on beautiful paths and climb toward the summit of a fourteener.  When recreating in the great outdoors, we understand the importance of following the right pathway toward our goal, and the importance of staying safe.  We also understand the harm that can happen when someone loses their way.

In the same way, at Peak Financial Guidance, we are committed to guiding our clients along the pathway toward increased financial success.  Our financial planning process can help to simplify the complex financial world that we live in, and provide you with an actionable strategy.  With a broad array of  financial planning, investment and insurance options, we are dedicated to providing relevant, helpful, and sophisticated advice so that our clients can feel confident about achieving their goals.  Please take a moment to explore our services to learn more.

The Benefits of Working with a Financial Advisor

Learn more about why working with a Financial Advisor can be one of the best, most prudent decisions you can make.

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The Peak Financial Guidance Planning Process

Learn how Peak Financial Guidance can guide you through a complete planning and implementation process to help you achieve financial dreams.

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Aerial View of Denver, Colorado

Our Planning Process

Here’s how the Process works

Schedule Call

Step One

Give us a call or email to get acquainted explore your financial goals.

Schedule Conversation

Step Two

 Schedule a complimentary meeting.

Identify Priorities

Step Three

Spend time together to ensure that we have a thorough understanding of your planning goals and values.

Gather Information

Step Four

Gather information and use our online questionnaire to understand your current financial situation, tax exposure,  investment profile and insurance coverage.

Deliver Analysis

Step Five

Meet to review and deliver your financial plan and discuss an implementation strategy.

Over Time

Step Six

Meet on an ongoing basis, no less than once a year, to keep your plan relevant with your changing life.

You can trust Peak Financial Guidance for expert advice.

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