Welcome to Peake Financial Group...

Since 2003, Peake Financial has been helping individuals and businesses across the country meet their financial goals. This professional knowledge and experience, combined with our commitment to personal service, is what allows us to help our clients keep pace with their ever-changing financial needs.

In today’s market, there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. As an independent financial services company, Peake Financial can draw from a variety of companies. Our professionals work closely with you to help define your short and long-term financial goals, compare those goals to the products and services available in the marketplace, and develop a financial strategy that is just right for you.
Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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