The Problem: Retirees and pre-retirees do not understand their money, they are confused, taking too much risk, paying too much in fees and taxes, are afraid of big losses, and worried their money will run out.
The Cause: They don’t have all the financial promises that have been made to them in writing.
The Solution: The Peak Financial Freedom Group Client Bill Of Rights Challenge
We feel consumers need a lot more commitment, a new higher level of commitment, from their advisors. Every day it seems consumers are taken advantage of, do not receive what they are promised, and don’t understand their money. And consumers receive a lot of promises about their money from their advisors, a lot of them. The problem is that almost none of the promises are in writing. And if you’ve lived long enough, if you are made a promise, especially if money is involved, if it’s not in writing, the promise doesn’t mean squat, and probably won’t be honored.
Frankly, we got sick of the financial industry, and most advisors, treating consumers without respect, not putting the consumers’ wants and needs first, and not putting all the wonderful promises the advisor makes in writing. So, we created our own Peak Financial Freedom Group Client Bill Of Rights. This document, which we provide to every client, spells out in writing our commitment to each client’s financial success, our process, our promises, our written retirement income plan, and what is expected from the client. All this to ensure transparency, proper communication, and maximum success results. We have not seen any other firm going to this level of transparency, commitment, and disclosure. We prefer to lead rather than follow the industry.
You may feel embarrassed because you don’t understand your money or that you have made bad financial decisions in the past. But neither is your fault, it’s simply that no one cared or respected you enough to take the time to educate you properly on how to make the best decisions regarding your money. And you never received anything in writing except a bunch of statements you never understood from the beginning. We are here to tell you that Peak Financial Freedom Group cares and respects you enough to provide you our Peak Financial Freedom Group Client Bill Of Rights.