S4 EP 13 | Achieving Financial Security: The Power of Guaranteed Income

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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S4 EP 12 | Elevating Retirement Security: Crafting Your Comprehensive Plan

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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S4 EP 11 | Mastering Risk and Income

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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S4 EP 10 | Redefining Wealth: Unveiling a Smarter Financial Strategy

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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S4 EP 9 | Revolutionizing Your Financial Future

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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S4 EP 8 | Shielding Your Savings from Inflation

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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S4 EP 7 | Unlocking Your Financial Freedom

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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S4 EP 6 | Financial Strategies and Investments

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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S4 EP 5 | Making Your Income Plan Work Effectively

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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S4 EP 4 | Reducing Unnecessary Fees

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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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.

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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.

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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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