PEAK

Our very own Russ Gaiser from The Financial Guys is featured in Annuity.org's Guide for First-Time Annuity Buyers, take a look here: https://www.annuity.org/annuities/buy/first-time-buyers/

The 2023 Event of the Year was everything we were hoping for… and then some!

Read what these advisor attendees had to say!

“My biggest takeaway from the event was a sense of re-commitment to the firm and the family that Peak has become.”

“When I left the Event, I felt like I belonged and that I mattered, and was refreshed knowing that there are people out there that want to help you, and also, knowing that the home office is there for you.”

Our very own Kevin Chancellor featured this month in Erie News Now, talking about Policy and Tax Changes Impacting High-Net-Worth Clients in 2023! https://www.erienewsnow.com/story/48093722/policy-and-tax-changes-impacting-high-net-worth-clients-in-2023

Policy and Tax Changes Impacting High-Net-Worth Clients in 2023 By Wola Odeniran, CEPF®