Retirement Planning

This guide breaks down everything you need to know into simple, structured steps so you can retire confidently, not anxiously.

You’ll discover how to:

✔ Understand the true landscape of retirement

✔ Build a roadmap based on your age and retirement stage

✔ Turn your savings into sustainable income

✔ Avoid common—and costly—retirement tax mistakes

✔ Protect your wealth from market volatility

✔ Plan proactively for healthcare and long-term care

✔ Know whether you're working with the right advisor

 A comprehensive walk-through of the core components of a successful retirement plan, including:

Understanding Retirement

Why planning early leads to more confidence, flexibility, and freedom.

Welcome to Peak – Our Planning Philosophy

How we serve America’s overachievers with clarity, strategy, and white-glove care.

Mission & Core Values

A clear look at the principles guiding every recommendation we make.

Your Retirement Roadmap

The three crucial phases:

• Preparation Stage (40–55)
• Planning Stage (55–65)
• Transition Stage (62–70)

Understand your Full Retirement Age (FRA) — and how timing impacts income.

How to create a steady, tax-efficient retirement paycheck using:

• Social Security
• Pensions
• Annuities
• Investment withdrawals
• RMD strategy
• Growth + income allocation