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Peak Financial Planning
Peak Financial Planning : Planification de retraite fiduciaire axée sur le client avec des frais transparents.
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Peak Financial Planning : Planification de retraite fiduciaire axée sur le client avec des frais transparents.
Peak Financial Planning est une société de finances et de conseil fiduciaire située au 21201 Victory Blvd #215, Canoga Park, CA 91303. Dirigée par Eric Amzalag, avec Joseph Perez et Karen Ochoa, l'équipe guide la planification de retraite, l'allocation d'actifs, les conversions Roth et le moment opportun pour la sécurité sociale. Ils ne vendent pas de produits ni ne perçoivent de commissions, et les frais sont basés sur les actifs, avec des coûts de compensation faibles, plusieurs révisions annuelles du plan en tête-à-tête.
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Évaluation complète pour déterminer l'adéquation à la retraite, l'optimisation du moment de percevoir les prestations de sécurité sociale et les stratégies de dépense.
Gestion fiduciaire utilisant des placements à faible coût, avec des revues de performance régulières et la fixation d'un budget.
Entretiens personnalisés en tête-à-tête pour répondre à des questions financières complexes et à des objectifs à long terme.
Approche holistique de l'allocation d'actifs, des conversions Roth et de la planification de la stabilité financière.
Conseils sans commission garantissant que toutes les recommandations servent au mieux les intérêts du client.
Note globale
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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