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BORN OUT OF THE DESIRE TO FIND A BETTER WAY TO IMPROVE AND ORGANIZE YOUR FINANCIAL LIFE INTO AN EASY-TO-UNDERSTAND FORMAT.

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ABOUT PEAKS FINANCIAL

ABOUT PEAKS FINANCIAL

Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional guidance 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.

About The Team

Christine Campbell

Christine Campbell

Wealth Advisor

Kevin Campbell

Kevin Campbell

Wealth Advisor

Traci Selby

Traci Selby

Director of Client Services

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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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