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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