President / Peak Wealth Planning LLC (Peak Wealth Planning LLC-Champaign)
In January, 2014, Peter founded Peak Wealth Planning, LLC to provide wealth management for a select group of families. He specializes in working with clients who accumulated wealth through ESOP participation, business ownership, and real estate investments. Peter assists families to clarify their goals, diversify investments, protect and grow wealth, and maintain confidence in their financial future. Prior to founding Peak Wealth, Peter spent 15 years as real estate investor and managed investments for a university endowment.
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Your Roadmap to Retirement