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Join Jim and Dan on The Peak Financial Freedom Show as they emphasize the importance of securing income that lasts for life, regardless of market fluctuations, longevity, or earnings.
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In this episode of The Peak Financial Freedom Show, Dan and Jim emphasize the importance of a comprehensive retirement plan. Tune in to learn why having an income, risk, and fee plan is crucial as you approach or enter retirement.
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Join Jim and Dan on The Peak Financial Freedom Show as they delve into strategies and financial instruments to take control of risk. Learn how to generate income with confidence and navigate the taxation landscape to meet your retirement budget.
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Join Jim and Dan on The Peak Financial Freedom Show as they reveal the secrets to optimizing your financial plan. With fees reduced to 1.48%, discover how their clients could potentially save over half a million dollars in fees over 25 years.
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Join Jim and Dan on The Peak Financial Freedom Show as they challenge traditional investment approaches. Imagine a world where algorithms, not emotions, guide your portfolio. With fees slashed to 1.19%, discover how clients could save over $900,000 in 20 years.
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In this episode of The Peak Financial Freedom Show, Jim and Dan dive into strategies for securing your future. Discover how meticulous planning can shield your savings from inflation and long-term care costs with a strategic 30-year roadmap, and watch your life transform.
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In this episode of “The Peak Financial Freedom Show,” learn how to slash fees, preserve assets, and navigate market realities. Join Jim and Dan this week as they dive into strategies to save over $320,000 in fees and secure your financial future.
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In this segment of the “Peak Financial Freedom Show,” hosts Jim and Dan delve into financial strategies and investments. They spotlight a case where an individual’s surplus cash flow of $1,800 monthly (totaling $21,000 annually) allowed for an extra trip. They explain a five-year contractual guarantee promising a 9.78% yearly return on the initial investment for life, after which an invested million dollars would yield $97,000 annually.
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In this latest episode of “The Peak Financial Freedom Show” with hosts Jim and Dan, the spotlight is on the critical aspect of reducing fees and crafting a comprehensive income plan for a secure financial future. They share a compelling case where they successfully lowered a client’s fees to an impressive 0.53, projecting remarkable savings of over half a million dollars in fees over the next quarter-century. This potential windfall could bolster the individual’s retirement income or serve as a legacy for future generations.
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In this episode of “The Peak Financial Freedom Show” with hosts Jim and Dan, the focus is on achieving financial freedom and securing a comfortable retirement. The men discuss the importance of reducing unnecessary fees to save money in the long term, illustrating how a reduction of fees annually can lead to substantial savings over a 20-year period.
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All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any security or financial product. The content is developed from sources believed to be providing accurate information. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here are those of the Management Team and provide an insight to our views on Peak Financial Freedom Group, LLC. Some of this material was developed and produced by Peak Financial to provide information on a topic that may be of interest. Every detail in this website is subject to change without notice. Seminar, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.
2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.
Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining market. Advisors and agents may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Please consult legal or tax professionals for specific information regarding your individual situation. Peak Financial does not offer tax or legal advice. Consult your financial professional before making any investment decision.
Insurance product features and benefits, such as guaranteed lifetime income riders, are subject to contract terms, limitations, fees, and the claims paying ability of the insurance company issuing the contract. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund the purchase of any other asset including an annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. Different assets can be complex and carry fees, costs, and surrender charges. If you place assets under management with Fiduciary Solutions LLC, we are paid an advisory fee from Fiduciary Solutions LLC and if you purchase an annuity through us, we are paid commissions from an insurance company.
2019(1), 2020(2), 2021(3), 2022(4), 2023 (5) and 2024 (6) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Manager Awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.
Investment advisory services are offered through Fiduciary Solutions, LLC, a California Registered Investment Advisor. Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).
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