Peak Retirement Planning, Inc.

We serve clients through our 5 Pillar Approach, which integrates tax planning, investment planning, income planning, health care planning, and estate planning. Clients work with a team of advisors to receive comprehensive, personalized retirement strategies.

We primarily serve Midwestern Millionaires, those in or near retirement with pensions and $1M-$10M saved, who are concerned about taxes and seek a comprehensive, tax-focused planning approach.

Yes, as an SEC registered firm, all advisors are fully licensed fiduciaries, required to act in clients' best interests. Advisors also hold the CFP® credential, the gold standard in the industry.

Yes, while headquartered in Columbus, Ohio, we work with clients nationwide, offering virtual meetings and occasional in-person visits.

Fees are a percentage of assets under management: 1% for $1M-$5M, 0.75% for $5M-$10M, and 0.6% or less for $10M+. No upfront or hourly planning fees are charged.

Clients pay for a team approach, time, expertise, and peace of mind. A Vanguard study suggests the value of a financial advisor can be quantified around 3% of investable assets annually.

Yes, we manage all clients' investments in-house, sitting on the same side of the table and never pushing specific products.

Clients' money is held with a qualified, third-party custodian to ensure safety and security, in compliance with SEC standards.