Peak Financial Partners

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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17 Years

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(614) 542-7242Call Visit WebsiteVisit Website Map & DirectionsDirections5720 Burnett Dr SGalena, OH 43021 Write a ReviewWrite Review

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Email: Email Business
BBB Rating: A+
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BBB Rating and Accreditation information may be delayed up to a week.
AKA: Peak Financial Partners LLC
Other Link: http://www.peakfinancialpartners.com
Other Email: Email Business
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (614) 542-7242

Address: 5720 Burnett Dr S, Galena, OH 43021

Website: http://www.peakfinancialpartners.com

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Peak Financial Partners

Tax Planning
Estate Taxes
Tax Services
Roth IRA
Each month, our Newsletter offers insight and in-depth commentary about the financial topics affecting our clients, such as college funding, long-term care and Roth IRA.
Tax Deductions
When talk turns to borrowing to invest, it may refer to negative returns. This refers to a situation where the cost of borrowing exceeds the return; the advantage of this type of strategy is that the borrower may be able to gain a tax benefit by offsetting the loss against their assessable income. That is, a tax deduction on the value of the loss. However, not all effective strategies are negative and positive and neutral gearing strategies are also used by investors to further their financial goals.
Income Tax

Investment Management
Peak Financial Partners offers a comprehensive suite of investment management solutions and investment related services that are designed to meet the wide-ranging needs of our clients. We deliver focused solutions that are coordinated with the strategies developed by our clients’ attorneys, accountants and other trusted advisors. We ensure that the investment strategies we develop and implement are consistent with the objectives of these broader plans.
Mutual Funds
We focus on developing customized, tax-sensitive investment solutions that meet the unique needs and long-term objectives of our individual clients. For many clients, our mutual fund and IRA strategies serve as the foundation for preserving and enhancing their wealth.
Wealth Management
Peak Financial Partners, LLC is an independent, Central Ohio-based registered investment advisor providing comprehensive wealth management services to individuals, couples, businesses, non-profits, entrepreneurs, corporate executives, multi-generational families and private foundations. Peak Financial Partners is committed to providing investors with unbiased services and personalized attention in a client-friendly environment. What makes Peak Financial Partners unique?

Accounting Services

Financial Planning
In many cases, a specific life event or a perceived need may prompt you to seek professional financial planning guidance. Such events or needs might include...
Retirement Planning
Organizations that invest in financial education and introduce retirement planning support into their rewards systems, may expect various benefits. The items below suggest some of the possible economic knock-on benefits of improving financial literacy and numeracy in the workplace.
Annuities
He received his B.S. degrees from the Franklin University in Columbus, Ohio, and his MBA from Ashland University in Ashland, Ohio. Richard holds the Chartered Financial Consultant (ChFC) designation, the Fellow, Financial Services Institute (FFSI) designation, and is a licensed Life, Health, and Variable Annuities agent.
Long Term Care
Long-term care insurance can allow people to remain in their comfortable and familiar surroundings when they are no longer able to care for themselves.
Asset Management
This flexible planning enables Peak Financial Partners to craft a solution that achieves the most appropriate asset allocation for each individual client.
College Funding
Our advisors are available to conduct engaging, informative seminars on topics ranging from investments and estate planning to retirement income planning and college funding. Our presentations can translate complicated subject matter into useful, accessible information and can be individualized to meet personal and workplace needs.
Asset Protection
Creditor and asset protection: An affluent client is often less concerned with death and taxes than protecting his or her legacy from litigation and creditor claims. Life insurance placed inside an irrevocable trust with special provisions can provide a client with the confidence that the legacy will be protected for the benefit of spouses, children and grandchildren.

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