Financial Planning

Plan for Retirement

Plan for Retirement

Retirement is phase of life that we all dream of enjoying someday, but few people have put in the work to make sure they are prepared.

Are you on track to have enough retirement savings? When should you retire? Will you be able to travel or have fun in retirement? These are all great questions we can help answer for you with our retirement planning services,

Manage Risk

Manage Risk

There are some risks that we don't like to talk about, but can wreak havoc on your financial plan if they aren't addressed.

That's why we offer life, long-term care, and disability insurance policies to make sure our clients rest well.

Achieve your Goals

Achieve your Goals

Have you ever dreamt of taking that big trip, buying your dream home, or rolling along in the truck you've had an eye on?

Your dreams could become reality with the right tools and people on your team. 

Leverage Technology

Leverage Technology

As useful as a pen, paper, and calculator are, they have their limitations. That's why we use technology to analyze your full financial picture.

Use our industry-leading software to organize and add accuracy to your financial plan. 

Personalized Financial Plans

Annually Updated Financial Plan

Budget & Expense Tracking Tool 

Risk Management

 Debt Management

 Cash Management

Social Security Optimization

  Retirement Cash Flow Planning

Goal Analysis

Education Planning

Private and Shared Document Vault

Tax Plan Optimization

Estate Plan Optimization

Charitable Giving Planning

Financial Planning Portal Access


3 Peaks Financial is a registered investment adviser. The services listed above are different packages of services that require a one time initial setup process for the first year of service, and ongoing monthly fee starting in the fourth month after the setup begins. 3 Peaks Financial does not provide tax or legal advice. 3 Peaks Financial  past performance and advice regarding client financial plans cannot guarantee future results. 3 Peaks Financial does not guarantee or warranty that services offered will result in profit.

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.

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