Services
A Sample of Services
Whether you wish to generate more immediate income, save for some future need or want, or invest today to preserve and protect the wealth you’ve already created, we're here to partner with you. After helping you to define and document your ideal life, it’s now time to fund and act on your plan!
PEEK WEALTH offers you hands-on service to educate you about financial concepts and products so as to take the mystery out of investing, taxes, insurance, and wealth preservation. The more informed you are, the more confidence and control you experience.
Please review the partial listing of our services below, and be sure to let us know how we may assist you.
- Retirement Planning
- Help evaluate and set up defined-benefit, IRA, Roth, 401(k), SEP and SIMPLE IRAs.
- Analyze distribution options of pensions, rollovers and deferred compensation
- Calculate retirement plan benefits and Social Security timing
- Calculate IRS required RMDs, QCD solutions and educate you on regulations
- Provide Roth IRA conversion calculations and advice
- Education Planning
- Research opportunities and help calculate college financial aid programs
- Help you understand the Expected Family Contribution (EFC) and net price calculators
- Educate you on the account ownership options—UTMAs, Coverdell IRAs, 529 plans
- Conduct financial education programs for children; Raising Financially Aware Kids
- Share advanced strategies to create a tax-free education legacy for wealthy families
- Estate Planning
- Advise on the proper use of estate planning tools; wills, trusts, powers of attorney
- Provide education on charitable giving alternatives and donor-advised funds
- Review ownership and beneficiary designations on all accounts
- Calculate net worth and advise on ways to reduce your taxable estate
- Discuss late-age coordination of care and funding sources
- Income Tax Issues
- Provide information about tax planning strategies for all income levels
- Exercising stock options and evaluating the value of an NUA distribution strategy
- Provide capital gain and loss planning including harvesting and tax-lot matching
- Help you reduce taxation of Social Security prior to full retirement age
- Educate you on yield-splitting asset location strategies for tax-efficiency
- Investment Planning
- Create and review an investment policy statement tailored to your needs
- Provide investment selection, allocation, rebalancing and monitoring
- Provide 401(k), 403(b), 457, and TSP investment guidance
- Evaluate and understand passive, active, smart-beta and investment history
- Provide access to ESG, REIT and other alternative investments
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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