About Us

Peak Financial Group, a division of HUB International, has established a distinguished presence in the retirement plan marketplace, by offering fee benchmarking, vendor searches, comprehensive employee education programs, progressive plan design assistance, and investment advisory services to organizations of all sizes.  We have over 60 years of collective experience in the financial services industry and currently service roughly $2.2 billion in retirement plan assets as of 12/31/2019.

Offering a retirement plan comes with a lot of responsibility.  As part of our 3(21) or 3(38) fiduciary suite of services, our team will provide guidance and training for your investment committee and participants, along with ongoing oversight of your plan's investments.  

 

For Companies

Peak Financial Group, a division of HUB International,  strives to help you and your employees pursue financial goals by optimizing your organization's retirement plan and individual wealth strategies.

  • Retirement plan optimization
  • ERISA fiduciary services
  • Fiduciary training and support
  • Ongoing institutional investment research, benchmarking and analysis
  • Vendor management, audit and transition support
  • Employee education and financial wellness programs
  • Streamlined retirement solutions for small business owners
  • Tailored executive benefits strategies

 

For Individuals and Families

Peak Financial Group, a division HUB International, provides a pathway that empowers individuals and families to choose their financial future to work toward achieving their personal goals.

  • Comprehensive  and independent financial review
  • Financial advice to balance risk and return
  • Core planning portfolios
  • Online portfolio management
  • Life event planning including education, retirement and legacy structures
  • Retirement income-planning
  • Specialized financial planning for divorce
  • Comprehensive advice for families with special needs
  • Insurance planning and analysis