50+ Years Of Experience
Co-Authors With Larry King | Hosts Of 11 Radio Shows | Mentor-Coaches To Platform With 7,000+ Advisors | Presented To Thousands of People | 2019 & 2020 Five Star Wealth Manager Award Winners | Newly Released Book with Jack Canfield
Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He is a Certified Financial Planner, an Accredited Tax Advisor and is a former Enrolled Agent with the IRS from 1987-2016. He is licensed for annuities, insurance, and is an Investment Advisor Representative. Dan is a “Fellow of the Institute” of the Estate & Wealth Strategies Institute at Michigan State University, successfully completing a three (3) year post-doctorate study program.
Jim is a Co-Founder of Peak Financial Freedom Group and serves as the Chief Executive Officer. He is an Investment Advisor Representative, and licensed for annuities and insurance. Jim has tremendous business experience having successfully operated multiple companies in diversified businesses. He has extensive training and experience in Mergers and Acquisitions and in a previous role he co-founded a technology company and help lead it to a successful public offering.
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Adam was raised alongside four brothers in a suburb south of Atlanta, Georgia. When he was not immersed playing baseball and soccer, he could most often be found creating science experiments or developing the survival skills he learned through…
Having spent over 20 years in CPA firms in Rhode Island and California prior to his role at Peak Financial Freedom Group, Fred has started his own tax and accounting practice. He helps many of our clientele on a personal level with their tax needs.
Keri works one-on-one with the clients to support them with their servicing and funding needs. She enjoys working on a personal level with each and every client to ensure their trust and happiness with Peak Financial Freedom Group.
Having spent almost a decade in the customer service world of retail prior to her role at Peak Financial Freedom Group, Sarah has mastered the art of communication, understanding, and connecting with all of our clientele on a personal level. Sarah loves working with clients who become part of the Peak family and abides by…
Kendall was raised in the small town of Wheatland, California. She recently graduated from Chico State with a Bachelor’s degree in Business Marketing. Her favorite pastimes include brunching with family/friends and spending time with her Chihuahuas, Bean and Cheddar.
Randy started with Peak Financial in 2015 and moved his family across the country from Atlanta, GA for the opportunity to work with Dan and Jim. He had worked with them on various projects over the past 7 years, and recognized their expertise in assisting clients in their transition to and properly planning for retirement.
John Kirker brings a wealth of honesty, common sense, and wisdom to his clients and the financial industry as a whole. Throughout his career, he has always been involved in the financial industry in one form or another and has enjoyed every minute of it; it’s where he feels most at home.
Elaine has devoted her working life to help retirees and pre-retirees get through the paperwork jungle of positioning their assets correctly to help them meet their goals.
Courtney and her family moved from Redwood City, CA 16 years ago and have lived in the Old Fair Oaks area ever since. She enjoys spending time with friends, binge-watching Netflix series, and cuddling her Malti-Pom named Dandelion (Dandy).
DISCLOSURE: All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply.
Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company.
Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.
Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents.
Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
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