Reviews for Peak American Financial Group

Dec 2022

Very friendly & clear to all for what I suspect is a very simple transaction for a company of this size, and people with complex estates. Thank you& sorry the Christmas cookies weren’t ready yet.
Nov 2022

Responding to a dinner offer lead to a very productive and beneficial analysis of our retirement situation. Stephen understood exactly what we needed, and provided an alternative set up to what we already had that will give us a significantly higher pay off.
Mar 2022

I've had the pleasure of engaging with the Peak American Financial team over the past few months. From the CEO to the receptionist, they are a team of passionate professionals who care about their clients... It's obvious from the moment you walk in the door! Thanks Matt and team! Y'all are awesome!

From Peak American Financial Group

We are hyper-focused on providing simpler, reliable, and effective solutions to protect and secure our clients’ financial future. The PEAK plan is designed to use a combination of investments, annuities, and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning. We believe the middle and upper-middle-class client deserve a financial services boutique and team that’s dedicated to their unique needs. Using our proprietary methods, technology, and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve.