Your goals. Our guidance.

9731 Wortham Boulevard, Suite 105
Houston, TX 77065
  • 281-580-8300
  • 1-888-503-PEAK (7325)
  • 281-955-1907

Why Peak?

Peak Financial Group, LLC is an independent  firm specializing in retirement plan services located in Houston, Texas.

Our advisors at Peak Financial Group provide high-touch, personalized advocacy for retirement plan sponsors and their employees across the nation, focusing on:

Best practices in plan design

Compliance issues and regulatory matters

Helping employees develop a road map to save toward their future goal of financial independence



Plan Sponsor Outlook

Contact Us

Please feel free to contact us with any questions.

Contact Us