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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 Oct 04, 2021
Monday Oct 04, 2021
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals.
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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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