Our Firm

Peak Financial Group, LLC has established an independent and specialized presence in the retirement and insurance marketplace, by offering plan design assistance and comprehensive employee education programs to businesses of all sizes.

Founded in 2002, we have over 50 years of collective experience in the financial services industry and over $1 Billion in retirement assets serviced as of 10/24/2017.

Nationally, Peak Financial Group has developed a solid reputation supporting retirement plans. Similar to an annual doctor's visit, we evaluate existing retirement plans to help employers determine whether they are healthy (good participation and retirement readiness scores, updated plan provisions, reasonable fees, investments, great service) or in need of attention.