Little Dan and Jim

Little Danny and Jimmy


The Adventures of Little Danny and Little Jimmy

A FUN WAY TO CELEBRATE YOUR TRAVEL ADVENTURES AND EXPERIENCES WITH YOUR PEAK FAMILY!

SUBMIT YOUR PHOTOS

  • BobbleheadsDan+Jim2

  • Dan and Jim in Egypt

    Dan and Jim Pyramids-min

  • Dan and Jim at the Beach

    Dan and Jim at the Beach-min

  • Dan and Jim in Italy-min

  • Dan and Jim Graduation-min

  • Dan and Jim Skydive-min

FOLLOW THE ADVENTURES OF LITTLE DANNY & JIMMY

We look forward to sharing all of your photos, and cannot wait to see where ‘Dan’ and ‘Jim’ end up! Have fun!

Please send photos to sarah@peakfin.com whenever you have a new adventure to share. 

SUBMIT YOUR PHOTOS


  • LITTLE JIMMY ROOTIN’ FOR THE HUSKIES!

    FEB 2024

  • LITTLE JIMMY ENJOYING THE BEAUTIFUL SCENERY OF THE TRINITY ALPS IN NORTHERN CALIFORNIA

    MARCH 2023

  • LITTLE JIMMY ENJOYING THE BEAUTIFUL SCENERY OF THE TRINITY ALPS IN NORTHERN CALIFORNIA

    MARCH 2023

  • LITTLE JIMMY ENJOYING THE SEATTLE SKYLINE

    MARCH 2023

  • LITTLE JIMMY TAKING IN MT. SAINT HELENS

    MARCH 2023

  • LITTLE JIMMY ENJOYING A NICE BOTTLE OF RED FROM OBELISCO IN SAMMAMISH, WA

    MARCH 2023

  • LITTLE JIMMY ENJOYING A BOWL OF WALLY’S FAMOUS CLAM CHOWDER AT WALLY’S CHOWDER HOUSE IN FEDERAL WAY, WA.

    MARCH 2023

  • LITTLE DANNY & LITTLE JIMMY ENJOYING A NEWLY REMODELED BATHROOM!

    MARCH 2023

  • SACRAMENTO KINGS – OLD ROSTER!

    MARCH 2023

  • LITTLE DANNY & LITTLE JIMMY TRAVELING IN WARSAW, POLAND – GRAND CENTRAL STATION

    MARCH 2023

  • LITTLE DANNY & LITTLE JIMMY TRAVELING IN WARSAW, POLAND – DOWNTOWN

    MARCH 2023

  • LITTLE DANNY & LITTLE JIMMY TRAVELING IN WARSAW, POLAND – SKYLINE

    MARCH 2023

  • LITTLE DANNY ENJOYED AN NHL GAME IN PHILADELPHIA!

    FEBRUARY 2023

  • LITTLE DANNY & LITTLE JIMMY BAYOU EXCURSION IN NEW ORLEANS, LA!

    FEBRUARY 2023

  • LITTLE DANNY & LITTLE JIMMY WITNESSED THE MARDI GRAS FESTIVITIES 2023 IN NEW ORLEANS, LA, AT THE “MUSICAL LEGENDS PARK” ON BOURBON STREET DRINKING HURRICANES.

    FEBRUARY 2023

  • LITTLE DANNY IN QUARTZITE, ARIZONA

    FEBRUARY 2023

  • LITTLE DANNY IN QUARTZITE, ARIZONA

    FEBRUARY 2023

  • LITTLE DANNY IS READY FOR SOME MORE SKI TIME!

    FEBRUARY 2023

  • LITTLE DANNY ENJOYS SOME LODGE TIME AFTER SKIING

    FEBRUARY 2023

  • LITTLE DANNY ON A SKI TRIP TO ASPEN, CO

    FEBRUARY 2023

  • LITTLE JIMMY CUDDLING UP WITH A MOUNTAIN LION

    FEBRUARY 2023

  • LITTLE DANNY WATCHING THE PHILADELPHIA EAGLES NFC CHAMPIONSHIP GAME ON THE 50 YARD LINE!

    FEBRUARY 2023

  • LITTLE DANNY ABOUT TO ENJOY THE PHILADELPHIA EAGLES NFC CHAMPIONSHIP GAME!

    FEBRUARY 2023

  • LITTLE DANNY & LITTLE JIMMY FLYING FIRST CLASS TO THE PHILADELPHIA EAGLES NFC CHAMPIONSHIP GAME

    FEBRUARY 2023

  • LITTLE DANNY & LITTLE JIMMY FLYING FIRST CLASS TO THE PHILADELPHIA EAGLES NFC CHAMPIONSHIP GAME

    FEBRUARY 2023

  • RAINY AND WINDY MORNING WATCHING THE PEAK FINANCIAL TV SHOW, ENJOYING SOME MIMOSAS WITH DAN & JIM

    JANUARY 2023

  • LITTLE DANNY ENROLLS THE NUTCRACKER IN A FINANCIAL PLAN

    DECEMBER 2022

  • LITTLE DANNY ASKS SANTA CLAUS FOR A PUPPY THIS YEAR

    DECEMBER 2022

  • LITTLE JIMMY ENJOYING A POPS CHORALE AND ORCHESTRA SHOW AT CHRISTMAS!

    DECEMBER 2022

  • LITTLE DAN JUST WENT TO CHURCH IN BATTLEGROUND, WA AND SANG CHRISTMAS SONGS!

    DECEMBER 2022

  • LITTLE DANNY HELPED PUT THE FINISHING TOUCHES ON THE NEW 370 FOOT LONG 3-RAIL SPLIT CEDAR FENCE

    DECEMBER 2022

  • LITTLE DAN AND LITTLE JIM LEAF PEEPING IN NEW HAMPSHIRE

    OCTOBER 2022

  • Jim with Easter bunny

    LITTLE JIMMY AND THE EASTER BUNNY

    APRIL 2023

  • Jim with an easter egg

    LITTLE JIMMY ALWAYS FINDS THE BIGGEST EGG!

    APRIL 2023

  • Jim with shark

    LITTLE JIMMY HELPING TO AVOID SHARKS!

    APRIL 2023

  • Jim and Dan with christmas tree

    LITTLE JIMMY & LITTLE DANNY ROCKING AROUND THE CHRISTMAS TREE

    DECEMBER 2022

  • Jim in Carmel, CA

    LITTLE JIMMY ENJOYING SOME TIME AT CARMEL, CA

    APRIL 2023

  • Jim at Lake Tahoe

    LITTLE JIMMY IN INCLINE VILLAGE, LAKE TAHOE, NV

    APRIL 2023

  • LITTLE JIMMY IN CARSON CITY

    LITTLE JIMMY CHECKING OUT NEVADA’S STATE CAPITAL IN CARSON CITY

    APRIL 2023

  • Little Jimmy enjoying his time getting to know the locals in Kathmandu, Nepal

    LITTLE JIMMY ENJOYING HIS TIME GETTING TO KNOW THE LOCALS IN KATHMANDU, NEPAL

    APRIL 2023

  • Little Jimmy visits Hindu Temple in Kathmandu, Nepal

    LITTLE JIMMY VISITS HINDU TEMPLE IN KATHMANDU, NEPAL

    APRIL 2023

  • Little Jimmy touring Kathmandu, Nepal and Bhutan

    LITTLE JIMMY TOURING KATHMANDU, NEPAL AND BHUTAN

    APRIL 2023

  • Little Jimmy visits Durbar Square in Kathmandu, Nepal

    LITTLE JIMMY VISITS DURBAR SQUARE IN KATHMANDU, NEPAL

    APRIL 2023

  • Little Jimmy visits Durbar Square in Kathmandu

    LITTLE JIMMY VISITS DURBAR SQUARE IN KATHMANDU, NEPAL

    APRIL 2023

  • Little Jimmy visits Buddha at the

    LITTLE JIMMY VISITS AT THE “MONKEY TEMPLE” IN NEPAL

    APRIL 2023

  • Little Danny at the JW Marriott in Las Vegas, NV

    LITTLE DANNY AT THE JW MARRIOTT IN LAS VEGAS, NV

    APRIL 2023

  • Little Jimmy visits the

    LITTLE JIMMY VISITS THE “MONKEY TEMPLE” IN KATHMANDU, NEPAL AND SPINS THE PRAYER WHEELS

    APRIL 2023

  • Little Danny visiting Maui at the Westin Ocean Villas Resorts North

    LITTLE DANNY VISITING MAUI AT THE WESTIN OCEAN VILLAS RESORTS NORTH

    MAY 2023

  • Little Danny lounging in Maui

    LITTLE DANNY LOUNGING IN MAUI

    MAY 2023

  • Little Jimmy enjoying Maui, Hawaii

    LITTLE JIMMY ENJOYING MAUI, HAWAII

    MAY 2023

  • Little Jimmy enjoying some downtime in Maui, Hawaii

    LITTLE JIMMY ENJOYING SOME DOWNTIME IN MAUI, HAWAII

    MAY 2023

  • Little Jimmy made the difficult hike to Tiger's Nest Monastery in Paro, Bhutan

    LITTLE JIMMY MADE THE DIFFICULT HIKE TO TIGER’S NEST MONASTERY IN PARO, BHUTAN

    MAY 2023

  • Little Jimmy enjoying the views on his hike to Tiger's Nest Monastery in Paro, Bhutan

    LITTLE JIMMY ENJOYING THE VIEWS ON HIS HIKE TO TIGER’S NEST MONASTERY IN PARO, BHUTAN

    MAY 2023

  • Little Jimmy enjoying the views on his hike to Tiger's Nest Monastery in Paro, Bhutan

    LITTLE JIMMY ENJOYING THE VIEWS ON HIS HIKE TO TIGER’S NEST MONASTERY IN PARO, BHUTAN

    MAY 2023

  • Little Jimmy exploring Bandavgarh National Park in India!

    LITTLE JIMMY EXPLORING BANDAVGARH NATIONAL PARK IN INDIA!

    MAY 2023

  • Little Jimmy exploring Bandavgarh National Park in India!

    LITTLE JIMMY EXPLORING BANDAVGARH NATIONAL PARK IN INDIA!

    MAY 2023

  • Little Jimmy exploring Bandavgarh National Park in India!

    LITTLE JIMMY EXPLORING BANDAVGARH NATIONAL PARK IN INDIA!

    MAY 2023

  • Little Jimmy exploring Bandavgarh National Park in India!

    LITTLE JIMMY EXPLORING BANDAVGARH NATIONAL PARK IN INDIA!

    MAY 2023

  • Little Jimmy exploring Bandavgarh National Park in India!

    LITTLE JIMMY EXPLORING BANDAVGARH NATIONAL PARK IN INDIA!

    MAY 2023

  • Little Jimmy in Kahna National Park in India, tracking a tiger, waiting quietly...

    LITTLE JIMMY IN KAHNA NATIONAL PARK IN INDIA, TRACKING A TIGER, WAITING QUIETLY…

    MAY 2023

  • Little Jimmy in India, tracking a tiger

    LITTLE JIMMY IN KAHNA NATIONAL PARK IN INDIA, TRACKING A TIGER, WAITING QUIETLY…

    MAY 2023

  • Little Jimmy visiting the Taj Mahal, taken across the river

    LITTLE JIMMY VISITING THE TAJ MAHAL, TAKEN ACROSS THE RIVER

    MAY 2023

  • Little Danny & Little Jimmy helping to birth goats in Montana!

    LITTLE DANNY & LITTLE JIMMY HELPING TO BIRTH GOATS IN MONTANA!

    JUNE 2023

  • Little Jimmy with a cute baby chicken in Montana!

    LITTLE JIMMY WITH A CUTE BABY CHICKEN IN MONTANA!

    JUNE 2023

  • Little Danny & Little Jimmy off the grid in Montana!

    LITTLE DANNY & LITTLE JIMMY OFF THE GRID IN MONTANA!

    JUNE 2023

  • Little Jimmy climbing the Matterhorn at Disneyland

    LITTLE JIMMY CLIMBING THE MATTERHORN AT DISNEYLAND

    JUNE 2023

  • Little Jimmy meeting Belle at Disneyland

    LITTLE JIMMY MEETING BELLE AT DISNEYLAND

    JUNE 2023

  • Little Danny visiting Mushroom Rock Sate Park in Kansas

    LITTLE DANNY VISITING MUSHROOM ROCK STATE PARK IN KANSAS

    JUNE 2023

  • Little Danny visiting Mushroom Rock Sate Park in Kansas

    LITTLE DANNY VISITING MUSHROOM ROCK STATE PARK IN KANSAS

    JUNE 2023

  • Little Danny visiting Mushroom Rock Sate Park in Kansas

    LITTLE DANNY VISITING MUSHROOM ROCK STATE PARK IN KANSAS

    JUNE 2023

  • Little Danny visiting the Dinosaur National Monument in Utah

    LITTLE DANNY VISITING THE DINOSAUR NATIONAL MONUMENT IN UTAH

    JUNE 2023

  • Little Danny visiting the Dinosaur National Monument in Utah

    LITTLE DANNY VISITING THE DINOSAUR NATIONAL MONUMENT IN UTAH

    JUNE 2023

  • Little Danny at Lillehammer - Rondane, Norway

    LITTLE DANNY AT LILLEHAMMER – RONDANE, NORWAY

    JUNE 2023

  • Little Danny at Lillehammer - Rondane, Norway

    LITTLE DANNY AT LILLEHAMMER – RONDANE, NORWAY

    JUNE 2023

  • Little Danny at Lillehammer - Rondane, Norway

    LITTLE DANNY AT LILLEHAMMER – RONDANE, NORWAY

    JUNE 2023

  • Little Danny at Lillehammer - Rondane, Norway

    LITTLE DANNY AT LILLEHAMMER – RONDANE, NORWAY

    JUNE 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Svalbard Island, Norway in the Arctic Circle

    LITTLE JIMMY VISITING SVALBARD ISLAND,NORWAY IN THE ARCTIC CIRCLE

    JULY 2023

  • Little Jimmy visiting Anchorage, Alaska

    LITTLE JIMMY VISITING ANCHORAGE, ALASKA

    JULY 2023

  • Little Danny enjoying a great party

    LITTLE DANNY ENJOYING A GREAT PARTY

    JULY 2023

  • Little Jimmy enjoying the cold water at Meeks Bay in Lake Tahoe

    LITTLE JIMMY ENJOYING THE COLD WATER AT MEEKS BAY IN LAKE TAHOE

    JULY 2023

  • Little Danny goes on a Windstar Cruise to Japan

    LITTLE DANNY GOES ON A WINDSTAR CRUISE TO JAPAN

    MAY 2023

  • Windstar Cruise to Japan

    LITTLE DANNY GOES ON A WINDSTAR CRUISE TO JAPAN

    MAY 2023

  • Little Jimmy goes to the North Pole to visit Santa's Workshop

    LITTLE JIMMY GOES TO THE NORTH POLE TO VISIT SANTA’S WORKSHOP

    JUNE 2023

  • Little Jimmy goes on a cruise to see the 26 Icebergs

    LITTLE JIMMY GOES ON A CRUISE TO SEE THE 26 ICEBERGS

    JUNE 2023

  • Little Danny & Little Jimmy enjoying the beautiful orchids

    LITTLE DANNY & LITTLE JIMMY ENJOYING THE BEAUTIFUL ORCHIDS

    JULY 2023

  • Little Jimmy in Tahoe waiting to hop on the Gondola

    LITTLE JIMMY IN TAHOE WAITING TO HOP ON THE GONDOLA

    JULY 2023

  • Little Danny & Little Jimmy aren't feeling so well!

    LITTLE DANNY & LITTLE JIMMY AREN’T FEELING SO WELL

    SEPTEMBER 2023

  • Little Danny & Little Jimmy went fishing

    LITTLE DANNY & LITTLE JIMMY WENT FISHING

    SEPTEMBER 2023

  • Little Jimmy in Puerto Vallarta

    LITTLE JIMMY IN PUERTO VALLARTA

    OCTOBER 2023

  • Little Jimmy in Puerto Vallarta

    LITTLE JIMMY IN PUERTO VALLARTA

    OCTOBER 2023

  • Little Danny at the top of the Eiffel Tower

    LITTLE DANNY AT THE TOP OF THE EIFFEL TOWER

    OCTOBER 2023

  • Little Danny enjoying a cruise down the Rhone River

    LITTLE DANNY ENJOYING A CRUISE DOWN THE RHONE RIVER

    OCTOBER 2023

  • LIttle Danny checking out the Eiffel Tower

    LITTLE DANNY CHECKING OUT THE EIFFEL TOWER

    OCTOBER 2023

  • Little Danny enjoying a cruise down the Rhone River

    LITTLE DANNY ENJOYING A CRUISE DOWN THE RHONE RIVER

    OCTOBER 2023

  • Little Jimmy in the city of Tapachula in Chiapas, Mexico

    LITTLE JIMMY IN THE CITY OF TAPACHULA IN CHIAPAS, MEXICO

    OCTOBER 2023

  • Little Jimmy in Egypt at the Great Sphinx of Giza

    LITTLE JIMMY IN EGYPT AT THE GREAT SPHINX OF GIZA

    OCTOBER 2023

  • Little Jimmy in Egypt at the Great Sphinx of Giza

    LITTLE JIMMY IN EGYPT AT THE GREAT SPHINX OF GIZA

    OCTOBER 2023

  • Little Jimmy in El Salvador

    LITTLE JIMMY IN EL SALVADOR

    OCTOBER 2023

  • Little Jimmy in Puntarenas, Costa Rica

    LITTLE JIMMY IN PUNTARENAS, COSTA RICA

    OCTOBER 2023

  • Little Jimmy checked out some crocodiles down the main river of Puntarenas, Costa Rica

    LITTLE JIMMY CHECKED OUT SOME CROCODILES DOWN THE MAIN RIVER OF PUNTARENAS, COSTA RICA

    OCTOBER 2023

  • Little Jimmy at Fort Lauderdale Airport

    LITTLE JIMMY AT THE FORT LAUDERDALE AIRPORT

    OCTOBER 2023

  • Little Danny & Little Jimmy

    LITTLE DANNY & LITTLE JIMMY “WALKING ON WATER” WHILE TRAVELING FROM ITALY TO GREECE

    JULY 2023

  • Little Jimmy forgot his passport in Seoul, South Korea

    LITTLE JIMMY FORGOT HIS PASSPORT IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy prepping for his Korean Facial in Seoul, South Korea

    LITTLE JIMMY PREPPING FOR HIS KOREAN FACIAL IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy prepping for his Korean Facial in Seoul, South Korea

    LITTLE JIMMY PREPPING FOR HIS KOREAN FACIAL IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy prepping for his Korean Facial in Seoul, South Korea

    LITTLE JIMMY PREPPING FOR HIS KOREAN FACIAL IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy prepping for his Korean Facial in Seoul, South Korea

    LITTLE JIMMY PREPPING FOR HIS KOREAN FACIAL IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy & Danny eating Nathan's Hot Dogs in Coney Island, New York

    LITTLE JIMMY AND DANNY EATING NATHAN’S HOT DOGS IN CONEY ISLAND, NEW YORK

    OCTOBER 2023

  • Little Jimmy & Danny visiting Montmorency Falls in Quebec

    LITTLE JIMMY AND DANNY VISITING MONTMORENCY FALLS IN QUEBEC

    OCTOBER 2023

  • Little Jimmy & Danny enjoying the blue waters in Cozumel, Mexico

    LITTLE JIMMY AND DANNY ENJOYING THE BLUE WATERS IN COZUMEL, MEXICO

    OCTOBER 2023

  • Little Jimmy & Danny relaxing and sipping cocktails on a Panama Canal Cruise

    LITTLE JIMMY AND DANNY RELAXING AND SIPPING COCKTAILS ON A PANAMA CANAL CRUISE

    OCTOBER 2023

  • Little Jimmy in front of the King's office at Changdeokgung Palace in Seoul, South Korea

    LITTLE JIMMY IN FRONT OF THE KING’S OFFICE AT CHANGDEOKGUNG PALACE IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy at Changdeokgung Palace in Seoul, South Korea

    LITTLE JIMMY AT CHANGDEOKGUNG PALACE IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy at Changdeokgung Palace in Seoul, South Korea

    LITTLE JIMMY AT CHANGDEOKGUNG PALACE IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy at Changdeokgung Palace in Seoul, South Korea

    LITTLE JIMMY AT CHANGDEOKGUNG PALACE IN SEOUL, SOUTH KOREA

    NOVEMBER 2023

  • Little Jimmy enjoying a Hop On and Off Tour

    LITTLE JIMMY HOP IN HOP OFF, SEOUL CITY TOUR

    NOVEMBER 2023

  • Little Jimmy enjoying a Hop On and Off Tour

    LITTLE JIMMY HOP IN HOP OFF, SEOUL CITY TOUR

    NOVEMBER 2023

  • Little Jimmy in Taipei, Taiwan at Peng’s Gourmet restaurant where they invented General Tso’s chicken dish

    LITTLE JIMMY IN TAIPEI, TAIWAN AT PENG’S GOURMET RESTAURANT WHERE THEY INVENTED GENERAL TSO’S CHICKEN DISH

    NOVEMBER 2023

  • Little Jimmy at Taipei 101 - the 11th Tallest Building in the World!

    LITTLE JIMMY AT TAIPEI 101 – THE 11TH TALLEST BUILDING IN THE WORLD!

    NOVEMBER 2023

  • Little Danny & Little Jimmy with their Gingerbread House

    LITTLE DANNY & LITTLE JIMMY WITH THEIR GINGERBREAD HOUSE

    DECEMBER 2023

  • Little Danny & Little Jimmy in a Christmas Village

    LITTLE DANNY & LITTLE JIMMY IN A CHRISTMAS VILLAGE

    DECEMBER 2023

  • Little Danny & Little Jimmy in a Christmas Village

    LITTLE DANNY & LITTLE JIMMY IN A CHRISTMAS VILLAGE

    DECEMBER 2023

  • Little Danny in the Christmas Tree

    LITTLE DANNY IN THE CHRISTMAS TREE

    DECEMBER 2023


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

DISCLOSURE:

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 financial product. 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. 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.

All investments involve risk, can involve the loss of principal, and unless otherwise stated, are not guaranteed. Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. 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. 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) and 2023 (5) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, 2022 and 2023 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 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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