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Peak Financial Planning
Peak Financial Planning: Planificación de la jubilación fiduciaria, centrada en el cliente, con tarifas transparentes.
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Business
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Peak Financial Planning: Planificación de la jubilación fiduciaria, centrada en el cliente, con tarifas transparentes.
Peak Financial Planning es una firma fiduciaria de asesoría financiera ubicada en 21201 Victory Blvd #215, Canoga Park, CA 91303. Dirigida por Eric Amzalag, con Joseph Perez y Karen Ochoa, el equipo guía la planificación de la jubilación, la asignación de activos, conversiones Roth y la temporización de la Seguridad Social. No venden productos ni obtienen comisiones, y las tarifas se basan en los activos, con costos de liquidación bajos, además de múltiples revisiones anuales del plan uno a uno.
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Evaluación integral para determinar la preparación para la jubilación, la solicitud óptima de beneficios de la Seguridad Social y las estrategias de gasto.
Gestión fiduciaria utilizando inversiones de bajo costo con revisiones periódicas de rendimiento y establecimiento de presupuestos.
Reuniones personalizadas para abordar preguntas financieras complejas y metas a largo plazo.
Enfoque holístico para la asignación de activos, conversiones Roth y planificación de la estabilidad financiera.
Asesoría sin comisiones que garantiza que todas las recomendaciones estén en el mejor interés del cliente.
Calificación general
Brenda Malottke
In a sea of "financial advisors," Peak Financial Planning stood out to me for several reasons. Eric Amzalag's videos on YouTube challenge the status quo, whether the topic is asset allocation, Roth conversions, or social security claiming. He is actually willing to help his clients answer the questions Can I retire now? Can I spend what I want to spend in retirement? and When is the optimal time to claim social security for my household? to name a few. There is no hiding behind a rule of thumb, industry best practice, or a Monte Carlo score. He and his team, including Joseph Perez and Karen Ochoa, take the time to learn about their clients, to ask questions about their current and future needs, and to explain the impact of a variety of actions on possible outcomes. The best part of the relationship is that PFP is a fiduciary - they don't have a product to sell and don't earn a commission on any investment recommendations. They are 100% invested in the client's best interests. And should the client decide to engage PFP for investment portfolio management, their fees based on assets under management (AUM) are in line with those charged by other firms, but because they use low-cost or no-cost clearing houses, the overall cost of management is at or below what you may pay elsewhere, and includes several one-on-one meetings to review the overall plan, performance, and budget setting every year. This is a level of service I have not experienced with previous financial advisors. I strongly recommend Peak Financial Planning.
Kevin Dietmeyer
We started with Peak 4/25. I have handled our investments for decades. As I approached wanting to retire at the end of this year at 62, I recognized that this next phase is much more complicated then buying and holding stocks. It was NOT an easy choice to reach out to someone we had watched on Youtube, yet the teaching I had seen provided insight that I agreed with. Eric was quick to provide verification of license and other back round information. Eric has provided a clear roadmap for our retirement. Joseph and Karen have also been quick to respond to any questions.
Michael Givens
Having Eric as my financial advisor these last few years has been a rewarding and comforting experience. He is thoughtful, studied, and methodical in my investments, and knows how to stay the course, even when the market becomes unpredictably rocky. Eric not only gives sage advice, but listens to my needs and knows how to adjust to accommodate my future financial stability. Even when it comes to discussions about personal matters not financial in nature, Eric is a terrific person to talk to, and knows how to apply the human touch in a mathematical, numbers-driven field. I highly recommend Eric, and his excellent team, for anyone trying to navigate the present and future of their finances with confidence.
R F
We highly recommend Peak Financial Planning for your financial planning and wealth management needs. Eric and his team are extremely knowledgeable, articulate, and dedicated to guiding you through the process of understanding your current and projected financial picture as it relates to retirement. Eric conducts an in depth retirement analysis and and greatly facilitates your ability to make retirement decisions in a confident, informed manner.
Philip Winger
We are deeply grateful for the outstanding guidance and service Eric and the Peak Financial Planning team have provided us this year. From the start, Eric’s patience in explaining complex investment and retirement concepts, along with the options they presented, empowered us to make well-informed decisions. His clear and thoughtful approach made us feel confident that we are on the right path for our future. Eric’s technical expertise in retirement planning is wonderfully complemented by his understanding of the personal and emotional challenges these decisions often bring. His knowledgeable and empathetic approach transformed what could have been a stressful transition to retirement into a smooth and reassuring experience. Our only regret is that we didn’t start working with him sooner, as his guidance would have been invaluable at any stage of our financial journey. Whether you’re just beginning to plan for retirement or are further along in your career, we wholeheartedly recommend Eric and the Peak team.
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