About Us

We've Pursued the Same Goal Since the Beginning

Based on our 50+ years of experience in the financial industry, it is our mission to help Retirees and Pre-Retirees attain financial freedom by protecting and growing their assets to create dependable income that will last for as long as they live while avoiding excessive and unnecessary risks.

Does it make sense to hand over your life-savings to someone after having just one or two meetings with them? We don’t think so!

It takes time and a great deal of thought to create a financial plan that meets all of your goals and objectives. It’s impossible to build your entire financial future securely if you, or your advisor, rushes through the process, and if you don’t have a plan in writing. If you are like most people, you are confused and worried about your money. Going through an actual planning process, taking your time, will increase your understanding and help to eliminate every worry you have about your money.

What you have is what you have. The retirement savings you have now must last your entire lifetime. You can’t afford to make a mistake, or rush your decision, or not have a plan. That’s why we at Peak Financial Freedom Group put everything we have into creating your comprehensive written retirement income plan, because your retirement deserves nothing less than our best. And we put your entire plan in writing.

Let's schedule a discovery call


We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. 

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

DISCLOSURE: All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company.

Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.

Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents.

Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913

© 2020 Peak Financial Freedom Group