Peak Financial LLC

It’s never too early to begin thinking about retirement.

We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

08/08/2024

Does this look like your portfolio? Contact Peak Financial LLC Today! 918.851.2853.

05/30/2024

#1 RETIREMENT EXPERT CALL TODAY 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

05/04/2024

THE RETIREMENT DECEPTION RECEIVES ANOTHER AWARD

03/08/2024

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

02/09/2024

The Retirement Deception Wins Again!

01/26/2024
10/12/2023

Do you have a plan for lifetime income? Contact
Peak Financial LLC 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

10/12/2023

BBB Accredited since 2021! Peak Financial has been serving this great community with it's financial planning since 2007! Help us celebrate them being our next BBB Sunday Spotlight of the month, and visit their full BBB Profile here: https://tinyurl.com/275v6w4x to leave an equote and check out their website! Peak Financial LLC

08/02/2023

RETIREMENT TAXATION HEAD START:
TUESDAY, AUGUST 29
THURSDAY, AUGUST 31
12:00 PM & 6:30 PM
PARK TOWERS
54 & YALE
3RD FLOOR CONFERENCE ROOM
CALL 918.851.2853 for RSVP

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

05/05/2023

If you are entering retirement and do not have a plan for Taxes,
Market Loss and Retirement Income you are Rolling the Dice.
Contact Peak Financial LLC. 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

04/18/2023

Do you have a Tax Strategy for a Stress Free Retirement?
Peak Financial LLC 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

04/10/2023

Do you have increasing income to keep up with inflation? Contact Peak Financial LLC @ 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

03/13/2023

PSA. If you had $1M in SVB the FDIC insures $250K (25%). If you had that same $1M in a Fixed Index Annuity 100% is protected and guaranteed against loss. Contact
Peak Financial LLC Today! 918.851.2853

03/09/2023

PEAK FINANCIAL LLC

02/02/2023

Is your retirement headed in the right direction? Contact
Peak Financial LLC @ 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

01/23/2023

Did your IRA/401K take a beating in 2022? Have you made protective adjustments for 2023? Contact Peak Financial LLC today! 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

01/18/2023

PSA...For 2023 the IRS increased the contribution limits to Traditional IRA's and Roth IRA's:
* Under age 50 - $6000.00 to $6500.00
* Over age 50 - $7000.00 to $7500.00

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

10/24/2022

Is your IRA/401K a Trainwreck? Contact Peak Financial LLC 918.851.2853

Peak Financial LLC It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.

09/03/2022

The 7 Income Streams.

09/02/2022

Have you structured your 401K for Retirement?
www.gfbrinkmanfinancial.com

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About GF Brinkman

At GF Brinkman we are dedicated to a ROCK SOLID RETIREMENT.

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PEAK FINANCIAL LLC

Address


Park Towers 5314 S. Yale Avenue Suite 605
Tulsa, OK
74135

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

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