Ready to take control of your financial future? Schedule a discovery call with Peak Financial Freedom Group and start building a retirement strategy that works for you. Let’s plan for a secure future, together. ?? Book Now! https://lnkd.in/ehyXAU3H
关于我们
At Peak Financial Freedom Group, we believe in a new approach to retirement planning. Our top priority is to help you stop worrying about your money. The two biggest worries the majority of retirees and pre-retirees have about their money are suffering large stock market losses and running out of income during retirement. We want to help you protect your assets against large stock market losses, earn competitive returns without taking excessive risk, and create dependable monthly income that will last for as long as you live, so you can enjoy your retirement. But most of all, we want to help you stop worrying about your money, by building you a customized retirement income plan - in writing. Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913). All investments have risks and can lose principal, even with a stop loss, and there no guarantees of gains. Past performance is not indicative of future positive investment results. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.
- 网站
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https://www.peakfin.com
Peak Financial Freedom Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Roseville，California
- 类型
- 私人持股
- 领域
- Retirement Planning、Income Planning for Life、Income Tax Management、Asset Fee Control、Written Retirement Financial Plan、Peak Financial Freedom University、Book Authors和Portfolio Management
地点
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主要
获取路线
2520 Douglas Boulevard Suite 110
US，California， Roseville，95661
Peak Financial Freedom Group员工
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Frederick M Coia
Enrolled Agent/Accountant at Peak Financial Tax Division Inc
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Adam Hardin
Financial Planner at Peak Financial Freedom Group
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Jim Files
If you have questions or concerns about what you should do to create lifetime income from your assets, I can help you.
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Dan Ahmad
President & Co-Owner at Peak Financial Freedom Group
动态
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??? New episode alert! This week on Peak Financial Freedom Hour, we’re diving into Social Security & Other Retirement Income Sources. Tune in now! ?? https://lnkd.in/eYenvaJD
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Understanding fees is key to maximizing your retirement savings! Learn more about how hidden fees may be affecting your investments: https://lnkd.in/eHTq6hUj
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Envision Your Shade of Financial Freedom Financial freedom isn’t just about having money; it’s about using it to live the life you’ve always dreamed of. View our flip book today! https://lnkd.in/e_sB5ZPJ
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Is Your Financial Plan Ready for Uncertain Times? Economic uncertainty can be stressful, but the right strategy can help protect your future. Learn how to safeguard your retirement savings and stay financially secure no matter what comes next. ?? Read more: https://lnkd.in/ezzatak6
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Your financial future starts with the right strategy. Get professional insights tailored to your goals—book your complimentary consultation today! ???? https://lnkd.in/ef7JuAwp
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Looking for a successful retirement strategy? Momma’s Secret Recipe is your blueprint! Co-authored by leading financial professionals, this book dives into the truths about risk, the stock market, and annuities. Learn the secret to a secure future today. ?? https://lnkd.in/eP6NyGXN
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Retirement savings should grow, not shrink due to high fees. Discover key strategies to protect your wealth and secure your future. Read the full blog: https://lnkd.in/eRG2rAtf
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We’ve Pursued the Same?Goal?Since the Beginning! ??? We help retirees and pre-retirees attain their financial freedom. Learn more! https://lnkd.in/eRcVme2R
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Listen in to our newest radio episode! ??? ‘Avoid Making These Costly Mistakes with Your Retirement Plan’ Dan Ahmad and Jim Files?uncover some mistakes you will want to avoid when planning for retirement. Listen to this week’s show and learn how to navigate some common risks while preparing for a financially sound future. https://lnkd.in/eBnZmhC3
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