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"Employ your time well, if you mean to gain leisure." - Ben Franklin

Welcome to our Web site, where you will find information in the form of newsletter articles, calculators, literature and research reports. You will also find contact information that can help you meet personally with a financial professional in one of our current 94 registered branch locations in California, Idaho, Nevada, Utah and Wyoming.

We hope your visit will help you understand the opportunities and potential rewards that may result from a proactive approach to fundamental personal financial excellence. We are here to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Meet Our Experienced Advisors

Paul E. Hill

Paul E. Hill, CFP

President, Regional Director

(801) 255-7034

paul@peakfns.com

David S. Pearson

David S. Pearson, CFP, CLU, ChFC

Vice President

dave@peakfns.com

Tony Mook

Tony Mook, CPA

Regional Program Manager

tony@peakfns.com

Sharon Weinle

Sharon Weinle

OSJ Manager

(801) 255-7034

sharon@peakfns.com

Krista Wittmaack

Krista Wittmaack

OSJ Manager

(801) 255-7034

kristaw@peakfns.com

Cheri Gott

Cheri Gott

Marketing Specialist

(801) 255-7034

cheri@peakfns.com

Joe Goodsell

Joe Goodsell

Compliance & Operations Specialist

(801) 255-7034

joe@peakfns.com

Registered Representatives & Advisors

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