Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a process called the SAIL FORMula. Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company.
Risk Number technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5-minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations.
Risk Number technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5-minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations.
Services
For over a decade, Kevin has leveraged his wealth management, retirement, tax and legacy planning, and college funding savvy into helping clients tackle complex money issues and empowering them with financial literacy. His ability to quiet the noise and balance the polarization often heard in money circles have made him a frequent commentator for media outlets such as U.S. News & World Report, ABC, CBS, and Fox, among others.
Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a process called the SAIL FORMula. Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company.
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The Sail FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Riskalyze is a cutting-edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
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