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

Plan

Everything starts with a plan

Planning is the gateway to what is possible. It is our belief that every family, large or small, should have a financial plan. Each of our clients gets one at no additional charge. A plan is the first step in our ongoing relationsihpa nd the framework for how we make decisions. It all starts with the most essential questions. What is important to you?

Access

Manage and track your assets efficiently

  • Access to the ‘Pacific Peak Toolbox’ Mobile account viewing
  • Visa debit card
  • Check writing
  • Wire transfers
  • Electronic funds transfer service

Save

Prepare for the retirement you envision

  • Traditional IRAs
  • Roth IRAs
  • IRA rollovers
  • Fixed rate annuities
  • Variable annuities

Grow

Access investments that align your objectives with your goals

  • Equities
  • Taxable fixed income
  • Non-US equities and fixed income
  • Municipal bonds
  • Open-end mutual funds
  • Exchange traded products
  • Precious Metals
  • Market-rate CDs
  • Real estate investment trusts

Fund an education for a loved one
Enhance your business’ benefits

Protect

Help safeguard your family and future

  • Elder care planning
  • Social security
  • Medicare

Implement insurance that meets your financial objective

  • Life insurance
  • Long-term care insurance
  • Disability income insurance

Give

  • Charitable gift annuities
  • Strategic giving advice
  • Family advisory services
  • Next generation giving
  • Giving through trusts

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