USA Today Feature | Peak Financial Freedom Group

Press Release: Featured in USA Today

Dan Ahmad and Jim Files were recently named Gamechangers® in USA Today by the National Association of Experts, Writers and Speakers® due to their vast contributions to their field. The spread, also titled “GameChangers®,” shines the spotlight on an elite group of entrepreneurs and their credentials. The piece, a full-page feature, ran in the December 17, 2018 edition of USA Today.


FOR IMMEDIATE RELEASE

Dan Ahmad and Jim Files, Co-Founders of Peak Financial Freedom Group, were named Gamechangers® in USA Today

Roseville, CA – January 4, 2019 – Based on their 50 years of experience in the financial industry, it’s Dan Ahmad and Jim Files’ passion, their mission, and their total focus to help Retirees and Pre-Retirees in their community attain Financial Freedom at Peak Financial Freedom Group. Recently, they were named “GameChangers®” in the USA Today by the National Association of Experts, Writers and Speakers® due to their vast contributions to their field. The spread, also titled “GameChangers®,” shines the spotlight on an elite group of entrepreneurs and their credentials. The piece, a full-page feature, ran in the December 17, 2018 edition of USA Today.

The USA Today feature highlights Ahmad and Files’ forward thinking and as business leaders who is changing the game. The publication summarized their success with the following:

“Dan is one of the nation’s leading retirement income planners as a CFP, EA, ATA solving problems retirees face today, hosts six (6) radio shows, Best-Selling Author® with Larry King, national coach, and innovator. If you’re looking to take control of your retirement finances by reducing your risk, cutting your fees, creating dependable income, establishing an actual written plan, protecting and growing your assets, Dan can help you do it.

Jim is one of the nation’s top financial advisors addressing the concerns of retirees every day, Best-Selling Author®, hosts six (6) radio shows, national speaker, and leader. If you want to stop worrying about your money, increase your income, reduce fees, avoiding large stock market losses like 2008, and earning competitive returns, Jim can help you do it.”

Launched in 1982, USA Today has been the “host of American conversation” for decades. From business to entertainment to technology, the publication is a national leader supplying the latest news stories. USA Today serves as a hub for contemporary communication and the exchange of informed opinions. Ahmad and Files’ appearance on this national platform allows them to spread their business knowledge and further solidify their reputation as leaders in the financial industry.

About NAEWS®:

The National Association of Experts, Writers & Speakers® (NAEWS) was founded to honor entrepreneurs and professionals around the world for their contribution to education, enlightenment and the advancement of business. This organization was created to help people come together and uncover the secrets of the world’s top experts, writers and speakers in order to attain a higher level of success. By providing information, strategies and networking opportunities, the National Association of Experts, Writers & Speakers® enables creative and knowledgeable people to build on their talents to achieve even more personal and professional success. 

About Dan Ahmad and Jim Files:

Dan Ahmad and Jim Files are best-selling authors with Larry King and have 50+ years of combined experience as lecturers, coaches, innovators, and financial professionals. Dan and Jim are Nationally recognized as two of the top Financial Advisors working exclusively with retirees. Dan and Jim create comprehensive written retirement income plans to ensure retirees avoid large losses and guarantee they won’t run out of money for as long as they live.

As Co-Founders of Peak Financial Freedom Group, Dan and Jim have presented to over 20,000 attorneys, accountants, financial professionals, and consumers, and received commendations from the California Attorney General’s Office, California State Department of Education, Association of California School Administrators, California Teachers’ Association, Faculty Association of California Community Colleges, 17 California State Universities, 66 California Community Colleges, National Network of Estate Planning Attorneys, and California Visiting Nurses Association.

Dan and Jim host the cutting edge “50 Shades of Money” radio show on the award winning KFBK News Radio 1530 AM, and also on KSTE 650 AM and KHTK 1140 AM. taking the “grey areas” out of money. They were promoted in 2015 in a powerful Forbes Magazine section titled “California’s Financial Leaders,” seen multiple time on ABC, NBC, FOX 40 TV, and created over 150 financial education videos.

Dan and Jim serve as one of four “Coaches and Mentors” for Financial Independence Group, one of the Nation’s leading financial service firms with over 7000 financial professionals, and received over 50 industry awards. They’ve written “Don’t Bet the Farm” providing answers to the most daunting questions retirees have about their money.

Dan has been a Certified Financial Planner™ since 1989, an Enrolled Agent with IRS since 1987, is an Accredited Tax Advisor, Fellow of the Estate and Wealth Strategies Institute at Michigan State University, Investment Advisor Representative, member of the National Society of Accountants, and is life insurance licensed. Jim has tremendous business experience including taking his company public and running it as a public corporation for many years, serving on Executive Management Team for public companies, specializing in Mergers and Acquisitions, is an Investment Advisor Representative, and has his life insurance license.

Dan and Jim work daily with retirees to help them understand their money by creating comprehensive written retirement income plans to increase their income, guarantee they won’t run out of money for as long as they live, reduce their risk by avoiding all large stock market losses like 2008, minimize their taxes, reduce fees, earn competitive returns, and efficiently pass assets to beneficiaries.

Dan and Jim have been business partners and best friends for 18 years, both raised locally, work in Roseville, CA and both live in Granite Bay, CA. Dan has been married to his wife Elaine for 25 years, they have two daughters Lexi and Tori. Jim has been married to his wife Tami for 35 years, they a daughter Kyley, a son Cody, a daughter-in-law Martine, and granddaughters Colette and Elise.

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2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

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2019(1) and 2020(2) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019 and 2020 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 Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA License #0N14103). 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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