Our strategy ensures sound financial planning for all seasons

Here at Peak Wealth Strategies, we believe comprehensive financial planning is key to reaching financial goals. This encompasses a systematic strategy that covers every facet of your life and evolves with every season of your life.

Our financial planning process begins with identifying what's important to YOU and your family. Then we apply a variety of powerful financial tools to create your comprehensive financial roadmap. Our planning strategy is called Method10® We use this  approach to implement a personalized all - encompassing solution for you - for every season of your life.         

 

 

 

Method 10®: Comprehensive Financial Solutions

As your financial advisors in metro Denver, here are the 10 key financial topics

we'll address with you to implement your comprehensive, personalized financial solution.

 

  1. Investment planning

  Integrated asset allocation & portfolio design

  Customized asset management programs

  Diversification strategies

  Alternative investments

 

 

  3. Income protection & asset preservation

  Long-term care insurance

  Disability income protection

  Income replacement

  Creditor protection

 

  5. Business planning

  Business succession

  Buy-sell agreements

  Non-qualified retirement plans

  Key employee retention

 

 

  7. Estate planning

  Wealth transfer & tax reduction

  Charitable gifting

  Trust services

 

 

  9. Special situations

  Divorce

  Incapacity & control of assets

 

  2. Tax planning

  Income & estate tax planning

  Tax-advantaged investing

  Charitable planning

  Trust services

 

 

  4. Retirement planning

  IRA rollover & distribution planning

  Income projection analysis

  Fixed Income strategies

  Qualified plan design & compliance

 

  6. Education planning

  Coverdell Education Savings Accounts

  529 College Savings Plans

  UGMA/UTMA accounts

  Trust services

 

 

  8. Insurance

  Life insurance analysis & design

  Long-term care insurance

  Disability income protection

 

 

  10. Debt management

  Creditor protection

  Efficient credit management

 

Securities offered through Avantax Investment ServicesSM.

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency.

Method 10® is property of Avantax Wealth ManagementSM .

All rights reserved 2019

 

 

Let's talk!

Let us guide you through planning for all seasons.

303.758.7899

info@PeakWealthStrategies.com