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

Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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