Peak Retirement Planning, Inc.

Services Offered

• Retirement Planning
• Investment Advisory Services
• Insurance Services
• Estate Planning

About

Peak Retirement Planning, Inc. is a boutique retirement planning firm located in Columbus, Ohio, serving clients nationwide. The firm specializes in assisting individuals who are in or near retirement with over $1 million saved and pensions. Their comprehensive planning approach is built around their signature 5 Pillars, integrating services such as investment advisory and estate planning, all provided by a team that includes Certified Financial Planners (CFP®) and Certified Public Accountants (CPA). Peak Retirement Planning primarily serves what they refer to as 'Midwestern Millionaires'—frugal and diligent savers looking for tailored financial strategies.

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