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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Monday Dec 07, 2020
Monday Dec 07, 2020
In this new episode, Nick Hopwood and Jim Pilat of Peak Wealth Management discuss the importance of a good personality fit when it comes to client/financial planner relationships. Learn more about other factors that should go into building a strong financial foundation as a team.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
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