Investments
As you prepare to enter into retirement, we want to be at the center of your planning. We strive to help our clients line up the structure of their income, investments and estate planning. We seek to provide our clients with strength, support and order in their lives as they navigate retirement’s winding road.
We are a full service advisory firm and we create successful, individualized retirement plans using financial strategies that employ effective systems and a dedicated mindset.
Our team has developed and refined a process that puts all the pieces of the financial puzzle together for our clients. It helps those that are still working, get to that work optional lifestyle. It's a process that as their life unfolds, it evolves. We call it the G3 process.
Products and Services
We’ll work diligently to preserve your capital, potentially increase your income, educate you about your investments and options, protect your property, and we'll organize your retirement assets for more profitability while reducing risks and fees. We are your one stop shop for all your financial needs.
Financial & Investment Education
Our Client Bill of Rights (our promise to you)
Custom built Comprehensive Retirement Plans
Wealth Management
Custom Tailored Investment Portfolios
Proprietary Investments Strategies
Independent Risk Assessments
Income Planning
Legacy Planning
Life Insurance
Medicare Supplement & Advantage plans
Personal Lines Insurance
Commercial Lines Insurance
Insurance Premium Finance
We also offer Free Educational Seminars
Have a group or congregation that could use some financial brushing up, we're always happy to help. Call us to schedule one of the following events.
Peak Financial Group's
"Retirement well spent"
Retirement Wealth Academy's
"Retire Ready", "The New Reality in Our Retirement", "Essential Tax Strategies in Retirement", & "Mastering Social Security" "
CONTACT US
Murrysville : 3925 Reed Blvd Suite #200
Murrysville,PA 15668
Irwin: 9351 Clubview Dr.
Irwin,PA 15642
Tel: (724)216-2678
Our agents are committed to providing you with the best customer service, handling all your needs and questions quickly and efficiently.
Our office is open Monday through Friday 9:00am to 5:00pm, as well as Saturday by appointment. Can’t make it into our office? That’s OK! We know how busy life can get; which is why we'll come to you, or we can talk over the phone, Zoom, and via email we'll work to make our meetings as convent as possible for you.
Give us a call at (724)216-2678 and our agents will take it from there!
We promise picking up the phone is the hardest part.