Protect your income
while growing your future wealth

We are dedicated to ensuring that people in, or near retirement have the necessary plans in place to provide for their financial well-being and peace of mind.

We Protect What Is Most Important To You.

At Peak Trust we go the extra mile for you, your family, and your loved ones even if it means making a visit to your home. We are committed to taking care of you while you are here, and your loved ones when you are gone.

Managing Your Savings

We specialize in financial planning for the mature investor, with one on one consultations to help you achieve your goals.

Leave Your Legacy

Leave your loved ones a personal gift they will remember and value. Peak Trust works with our clients to provide tax-free death benefits for their families.

Protect & Plan For Retirement

Our senior investment professionals can design a program around your individual needs to help you protect your retirement savings.

Manage Retirement Income

We can help you create a guaranteed income stream that you cannot outlive.

The following are areas of concern in which we help our clients. Select one to see how we address them.

Catastrophic Illness

"My biggest concern ... solved! What if I got sick and needed full time care? Now I won't run out of money and be a burden to my kids? I increased my long term care dollars without paying monthly premiums."

Catastrophic Illness

A catastrophic illness is a severe illness requiring prolonged hospitalization or recovery. We can help.
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Income Replacement

"What a relief! My wife will have tax-free dollars when I die to replace my lost income. Just because I'm gone doesn't mean the monthly bills go away."

Income Replacement

If you were gone tomorrow, would your family and loved ones have enough financial security to live comfortably?
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Wealth Transfer

"I wanted to leave my loved ones a personal gift they will remember and value. The leveraged tax-free death benefit is a perfect gift to my family."

Wealth Transfer

Wealth Transfer is the transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies.
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Final Expense

"I do not want my children to have bills caused by my death. The Final Expense program from my Puritan Representative was just what I needed."

Final Expense

Final expense insurance is designed to cover the bills that your loved ones will face after your death.
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Estate Recovery

"I just can't depend on the stock market and interest rates are still going down. The Estate Recovery Program was the solution I needed. I don't need to be rich ... but I don't want to go broke. "

Estate Recovery

The Medicaid Estate Recovery Program attempts to recover payments that they made under the Medicaid program to program beneficiaries.
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Neither Peak Trust nor any of its employees or advisors practice law. All legal questions and opinions are at the discretion of licensed attorneys that you engage.

We have been trusted by and helped more than 50,000 clients