Products and Services
At Peak Financial, Inc., we provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Services
- Retirement Planning
- Tax Plans
- 401(k) Planning
- 401(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning*
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
*These Tax services are offered by an Independent Third Party Tax Professional