Nest Egg Calculator

The best client is an educated client.

Golden Egg

This calculator answers the common question “How much do I need to save or invest each month to reach my retirement goal?”.

The calculator quickly answers the question using your inputs and creates a detailed schedule with projected date based investments and charts.

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Retirement Calculator

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Our Values​

Our company has always conducted itself based on the golden rule, “Do unto others as you would have them do to you”. This rule is used not just in the way we conduct business with our clients, but also in the way we treat our employees.

The Peak Trust Family

Peak Trust Financial is a family of companies dedicated to serving the financial needs of retirees and those approaching retirement age.

Peak Trust Client Services​

Peak Trust has a genuine concern for its employees, and it shows. We believe that giving is really receiving. Our corporate mission statement is found in Luke 6:31, “Do to others as you would like them to do to you”. In doing this, we strive to care for the well-being of our clients and employees.

The Dallas Morning News ranked Peak Trust Financial Companies, Inc. among the top companies on its annual list of 100 Best Places to Work in the Dallas-Fort Worth Metroplex.