Our Process

We meet with each client and their close advisors initially to discuss family goals, retirement objectives, risk management, asset protection and personal objectives. We establish the priority list and then discuss the techniques available to achieve those goals and objectives. Once this is completed we prepare an analysis of the options available and discuss the pro’s and con’s of these options. We model the techniques numerically so the client can see the exact result of each potential solution.

Once an action plan is decided upon we then assist with the implementation of the solutions selected and follow through to their completion. This might include family meetings, advisor meetings, interfacing with trust companies, etc.

We review all our plans as necessary and hold family meetings to make sure we are up to date on concerns and issues.
Our Process

Navigating the Complex Landscape

 

Creating an Investment Policy Statement

 

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. www.brokercheck.finra.org 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. Get Started Now