Jim Pilat, AIF® of Peak Wealth Management shares a case study he created on a financial planning client who is preparing for retirement. In this video, you'll learn more about what you can do to retire confidently.
—
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. #CFP #RetireConfidently #financialplanning
