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.
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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
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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 2020.
Let's talk!
Let us guide you through planning for all seasons.
303.758.7899