At Peak Financial Freedom Group, we believe in a new approach to retirement planning. Our top priority is to help you stop worrying about your money. The two biggest worries the majority of retirees and pre-retirees have about their money are suffering large stock market losses and running out of income during retirement.
We want to help you protect your assets against large stock market losses, earn competitive returns without taking excessive risk, and create dependable monthly income that will last for as long as you live, so you can enjoy your retirement. But most of all, we want to help you stop worrying about your money, by building you a customized retirement income plan - in writing.
Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).
All investments have risks and can lose principal, even with a stop loss, and there no guarantees of gains. Past performance is not indicative of future positive investment results. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.
Company Details
- Employees
- 10
- Address
- 2520 Douglas Boulevard Suite 110, Roseville,california 95661,united States
- Phone
- (916) 791-7063
- in****@****fin.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- peakfin.com
- Keywords
- Retirement Planning, Income Planning for Life, Income Tax Management, Asset Fee Control, Written Retirement Financial Plan, Peak Financial Freedom University, Book Authors, Portfolio Management.
- HQ
- Roseville, California
Peak Financial Freedom Group Questions
Peak Financial Freedom Group's helpline number is (916) 791-7063
Peak Financial Freedom Group's website is peakfin.com
Peak Financial Freedom Group's LinkedIn profile is https://www.linkedin.com/company/peakfinancialfreedomgroup
Peak Financial Freedom Group has
10 employees.
View email and phone details for 10
employees at Peak Financial Freedom Group.
Peak Financial Freedom Group's industry is
Financial Services
Peak Financial Freedom Group's top competitors are
Glendora Capital,
Apex Financial,
Ballast, Inc.,
Boxcar Media Inc.,
Bill Few Associates, Inc.,
Solid Ground Financial Llc,
Ironwood Financial, Llc.,
Central Credit Union Of Florida,
Life Innovators,
Palomarwealth.
Peak Financial Freedom Group's support email address is info@peakfin.com
Peak Financial Freedom Group's categories are Financial Services
