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

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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