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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 Dec 09, 2024
Monday Dec 09, 2024
On the latest episode of Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® share some exciting news: Peak Wealth has been named the winner of the Canton People's Choice Awards for Favorite Financial Services in the Community. They thank their loyal clients for voting and supporting their mission.
The episode also dives into the newly announced 401(k) rules for 2025, offering valuable insights on the changes and what they mean for retirement planning.
It’s a blend of celebration and informative financial guidance, reflecting Peak Wealth’s commitment to its clients and the community.
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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.
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Twitter: Twitter.com/nhopwood1
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