General Info

Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise 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. Independent: Independence in the financial services sector means that we are not owned or controlled by a larger institution that may impose certain mandates on how or with whom we conduct business.