Finding Your Fit

At Northern Peak Financial, we help people navigate the complex financial world. Whether it is Investments, Business Benefits or Risk Management we help people through each of their financial questions.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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