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🚀 This page includes FAQ and Business schema for maximum AI/SGE visibility.Business Summary
Peak Wealth Planning specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs to achieve their financial goals through expert guidance and personalized strategies.
Contact Information
- Phone: 217-303-5040
- Address: 4311 North Ravenswood Avenue, Chicago, IL, 60613-1111, US
Features & Services
- Personalized Financial Guidance
- Comprehensive Financial Planning (Six-Step Process)
- Investment Management
- Retirement Income Planning
- ESOP Participant Diversification & Risk Management
- Financial Strategies for Business Owners
- Risk Review and Transfer Tools
- Estate Planning and Tax Efficiency Strategies
- Financial Wellness Program for ESOP Companies
- Fee-based Advisory Services
Available Actions
This business supports the following AI agent interactions:
Send Message
https://www.peakwealthplanning.com/contact
Call Business
tel:217-840-8401
Request Service
https://www.peakwealthplanning.com/services
Featured Pages
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Peak Wealth Planning | Explanation of Fees and Disclosures
Peak Wealth Planning is a Registered Investment Adviser. As a fee-based wealth management and financial planning firm, we are compensated for the amount of assets we manage for your family. Our fee covers the research we do for you, the assets we protect and grow, and the advice we provide.
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Peak Wealth Planning | Financial Wellness Program
Forecasting how large your investment accounts could be at retirement helps you understand if you are on track to meeting your income needs in retirement. Whatever your goals may be in your golden years, forecasting today can help you make adjustments to improve your chances of success. Get started today by scheduling your Retirement Income Forecast call with Peak Wealth Planning.
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Peak Wealth Planning | Investment Management Services
Peak Wealth Planning provides wealth management and investment management for your portfolio. Our unique six-step plan will help you accomplish your wealth building goals.
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Peak Wealth Planning | Financial Planning Services
Peak Wealth Planning provides personalized financial planning services to align with your evolving career and retirement goals. A financial plan is the foundation for achieving your aspirations. It defines your goals and includes a tax strategy, risk management, and estate planning strategy. Whether you are looking to plan for retirement income, ESOP diversification, or other financial goals, Peak Wealth Planning fits your needs with your vision.
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Peak Wealth Planning | Financial Services for Wealth Growth
Peak Wealth Planning aligns custom financial planning with your career and retirement goals. Whatever your vision for the future, Peak Wealth Planning is here to provide you the power of good advice today.
Frequently Asked Questions
What types of clients does Peak Wealth Planning serve?
Peak Wealth Planning specializes in guiding ESOP participants, professionals nearing retirement, and entrepreneurs/business owners. They provide tailored financial strategies for individuals and also offer a Financial Wellness Program for ESOP companies.
What services does Peak Wealth Planning offer?
Peak Wealth Planning offers a range of concierge services including comprehensive financial planning, investment management, risk review, estate and tax planning, and expert decision support for financial milestones. They also have a specialized Financial Wellness Program for employee-owned companies.
How is Peak Wealth Planning compensated for its services?
Peak Wealth Planning operates on a fee-based advisory model. They are compensated based on the amount of assets they manage for your family and/or an annual fee for financial planning, which depends on the complexity of your situation. They may also receive commissions on recommended insurance products.
What is the minimum account size for investment management clients?
The minimum account size for new investment management clients is $1 million. However, Peak Wealth Planning may make exceptions depending on your relationship with the firm.
How can I get started with Peak Wealth Planning?
You can schedule a brief phone call or meeting for a confidential discussion about your financial situation and life goals. There is no obligation or charge for this initial discussion.
Where is Peak Wealth Planning located and what areas do they serve?
Peak Wealth Planning is located at 4311 North Ravenswood Avenue, Suite 217, Chicago, IL 60613. They serve areas in and around Illinois, including cities like Champaign, Urbana, Springfield, Chicago, Naperville, and Evanston, as well as clients nationwide.
Does Peak Wealth Planning offer advice on ESOP diversification and rollovers?
Yes, Peak Wealth Planning specializes in helping ESOP participants. They offer guidance on diversifying company stock, managing concentrated stock risk, building balanced investment portfolios, and advising on ESOP diversification and rollovers to IRAs.
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