Peak Financial Corp.

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Leading Entrepreneurs & Wealth Management Professionals Share Their Secrets for Health, Wealth & Happiness

Written by financial advisor Jay Peak & featured on CNN, ABC, Fox News, NBC, CBS News, The Boston Globe & E!

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The RAFT Strategy For Retirement

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We Specialize in All Your Financial Needs

Financial Advisor and 3 Time National Bestseller on Amazon, Jay J. Peak is here to help people in or near Dallas plan for the future

"We look forward to meeting you and helping you define your financial goals, develop solutions - and realize them!” -Jay J.P. Peak

Over the years we have worked with thousands of clients. And we have found that they love being educated about their wealth management.

Most clients want help with their retirement plan. With our educational program, you can get the information you need to enjoy a comfortable, and possibly even eary, retirement.

For those who are looking for a financial advisor, the choices are many and the problem is how to decide who to work with. Below are our four company values which will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational top to bottom. “People First, Money Second” is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and honesty is a critical factor in all that we do. We conduct our portfolio management business in such a way that we remain above reproach. We believe that suitability and ethical practices come from placing a high value on people and putting their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing, “catch a little excellence along the way.” (Vince Lombardi)

 

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