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You have questions, we have answers.
As an independent, fee-only financial planning firm, Peakview Strategies believes in blending cutting-edge technology and time-tested advice. We partner with our clients to answer life’s financial questions on the way to their most important goals. We provide fiduciary advice and clear, detailed financial plans that are as unique as their owners and never sell products.
Are You One Of These?
If So, We Can Help!
Questions we can answer for you:
Financial Position
• What do we have?
• Where is it?
• Does it support my long-term needs?
Estate Planning
• Do we have what we need to have our wishes carried out if something happens to us?
• What will happen to our property and investments?
• Have we minimized exposure to external threats where prudent?
Investment Planning
• Are my investments aligned with my goals?
• How much risk is too much?
• How much should I save, and where?
• Are all my accounts coordinated?
Risk Management
• What if life doesn’t go as planned?
• Are the people and things we care about protected from the unknown?
• What risks do we even need to worry about?
Financial Independence
• How much do we need to retire on our terms?
• How do we protect against market volatility without a traditional paycheck?
• How much of our income is guaranteed?
• Will we have to sacrifice our lifestyle to make it work?
• Tax Planning
• Are our accounts diversified enough for tax purposes?
• Are we positioned to keep as much of our hard-earned assets as legally allowed?
• How do we manage our income to be as efficient as possible?
• Are we overpaying in taxes?
The Process
Explore basic ideas of things that we could do together to improve or maintain your financial life and decide together if we should work together.
Getting organized helps us make sure we're looking at the most important things, and that you get credit for everything that's yours.
Using our state-of-the-art planning software, and years of experience your plan takes shape. We give you simple, actionable advice on what to change and what to keep doing.
We'll decide together what tasks make the most sense to tackle and in what order.
At your discretion, we can take responsibility for implementing portions of your completed plan, and will always act in your best interests.
It's one thing to set a plan in motion, but does it continue to work in the long run? Your plan is a living, breathing concept and as life changes, so must the plan.
"Being rich is having money, being wealthy is having time."
– Margaret Bonnano