Peak Retirement Planning

Peak Retirement Planning is a Columbus financial planning firm for people who are retired or close to retiring, with a focus on those who have pensions. A registered investment adviser that also offers insurance products, it builds retirement plans that tie together investments, income, taxes, health care and estate matters.

The firm's planning covers five areas: tax planning, including Roth conversions, required minimum distributions, charitable giving and tax preparation; investment management; income planning for Social Security, pensions and withdrawals; health care planning for Medicare, long-term care and early retirement; and estate planning, from wills, trusts and powers of attorney to survivor planning. It serves clients across the country and produces a retirement planning podcast and video channel.