3 Peaks Financial was founded in 2016 by 23-year industry veteran, Shane Hill. As owner and financial advisor at 3 Peaks, Shane has developed conservative investment strategies that may give you a different perspective on your current portfolio.
At 3 Peaks Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to each of our clients. Just as our logo depicts, we believe in 3 main peaks of financial success: Investing, Distributing & Retirement Strategies.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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