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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

Kevin Campbell

Kevin Campbell

Wealth Advisor

Traci Parish

Traci Parish

Director of Client Services

Lindsay Campbell

Lindsay Campbell

Administrative Assistant

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Why do Renters Have to Save More?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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