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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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Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
Summertime is the perfect time for a mid-year tax checkup. A tax checkup will help you avoid being surprised with a potentially large tax bill and may help uncover ways you can save throughout the rest of the year.
Join Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth Management as they explore the opportunities for both W2 employees and small business owners. Learn more about the benefits of each- and how to use them to your financial advantage.
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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 With Peace of Mind. Visit our website at www.peakwm.com
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