As you know, in the game of life there are different scenarios that can happen at any time. Within a brief period, your nest egg that you’ve worked so hard to save could be wiped out by a long term illness or market volatility. Capital Peak Financial Services can help you select and refine the appropriate asset protection plan. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you accurate information and look after your best interests. That trusted advisor is Capital Peak Financial.
Capital Peak Financial’s mission is to help people create and grow wealth, protect and preserve their life’s savings and plan for the distribution of those savings in the most tax advantageous manner. Our specialty is in the post-retirement arena, whereby an emphasis is placed on income planning and estate planning. Almost 60% of retirees run out of money before they run out of life. Capital Peak Financial’s Services assist retirees in creating income that cannot be outlived while protecting their assets for a spouse or other heirs upon their death. To learn more about our estate planning services or to schedule a complimentary consultation, please contact us at: 941-218-6626 or email: david@capitalpeakfinancial.com