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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.
Episodes
Monday Sep 13, 2021
Monday Sep 13, 2021
Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management are back with a new weekly episode!
In this episode, Nick and Jim dive deeper into the benefits of working with a financial planning team. We coach our clients in areas beyond just investment and retirement planning. If you are wondering how we can bring value to you, listen to this episode to learn more about how we can guide you on your journey to financial freedom!
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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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