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

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

Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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