Peak Trust Client Services​

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 that will provide for their financial well-being and peace of mind.

Our strategy to manage risk and minimize loss

The first action you can take to ensure confidence in your financial portfolio is minimizing your risk of loss. By the time your retirement rolls around, the volatility of the market is not something that should be of concern to you. To achieve this, investment planners are frequently hired to oversee and maximize financial growth. Changing your strategy in favor of establishing wealth preservation as well as confidence in your future income is the best way to give yourself a stress-free retirement, and the best way to do that is to meet with the professionals at Peak Trust Financial.

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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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."

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.

Our Strategic Income Approach:

Are you looking for a different retirement income approach?

Everyone has a different lifestyle. Even so, We believe that a solid retirement income strategy is the best way to have that assurance for everyone.

The majority of our clients fall into one or more of the categories below. We apply special retirement income considerations for each group and we will investigate these with you during our initial Goal Setting Session.

Nurse and elderly patient in hopital

Retirement income assessment and management will provide you a path to acquiring income to support your lifestyle. As part of this group, your strategy should stress stability, income and the possibility of asset growth.

A life-altering diagnosis can be devastating and often impossible to predict. Covering the cost of medical bills could become a constant source of uncertainty and anxiety. We can help you arrange for steady, lifetime income**and principal protection. You may also find it worthwhile to invest in annuity contracts or riders** which provide increased income* – for certain healthcare conditions.

Regardless of if you are a child holding a Power of Attorney, or a parent who may wish to give control sometimes in the future, the goals and assets involved are something you must take into consideration. As your financial professionals, we will help you to make this a seamless and stress free process

One thing that most seniors share is an aversion to dependence on their families in instances of disability or other economic hardships. We recognize the value of independence and as such, we want to help you by designing strategies which will provide a guaranteed, sustainable source of income designed to keep you happy and healthy for the rest of your life.