I hope this newsletter finds you in good health during these uncertain times. In this edition, it is my intention to give you a brief update of how the pandemic is affecting both the US and global economy. I would also like to update you on the various stimulus packages and how they could affect you. From the government’s Paychecks Protection Program to RMD rule changes, there is likely to be something that pertains to you. Please keep in mind, the scope of this newsletter does not allow me to list all the details of each program here. You are always welcome to reach out to us for further conversation. For more details on tax changes, please contact your CPA.


Introducing Your Pacific Peak Toolbox

Evaluate your budget, store important documents, use planning tools or just keep an eye on your net worth in real-time, all in one very secure, very private location.

Learn more about our fabulous financial solution center; a personal website for each of our Pacific Peak clients.


Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Pacific Peak Advisors is not affiliated with The Leaders Group, Inc.

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