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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 Selby

Traci Selby

Director of Client Services

Lindsay Campbell

Lindsay Campbell

Administrative Assistant

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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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