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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 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.

DO YOU KNOW YOUR RISK NUMBER?

DO YOU KNOW YOUR RISK NUMBER?

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. This is a wonderful technology and it gives our clients an edge in understanding risk.

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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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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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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