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Why Peak Pro Financial?

We are the boutique agent development firm advisors turn to for powerfully unique and proven alternative tax-smart solutions.

Programs to enable you to excel



Access ongoing training and guidance to dominate your market



Close more sales with our industry-leading financial toolbox



Tap into the power of hyper-innovative planning techniques

Turn taxable assets into tax-free wealth

An alternative to Roth conversions, LIRA helps clients convert taxable assets into tax-free, guaranteed wealth and legacy.

Constantly tested and consistently trusted

The decision to meet with Gabe, Sarah and the Peak Pro Financial team changed the trajectory of my business. Today, I am serving more people, my meetings are more productive and I am capturing more business. The ideas, service and help I have received from Peak Pro Financial has been second to none. I’m so fortunate to have them as part of my business and look forward to many more years to come.

Mark M, CRPC®

I chose Peak Pro Financial because I was looking for a higher level of relationship and service, as well as the feeling of partnership.

Robert W, RCP

I wanted to add IUL to my practice but needed a deeper level of support. The hands-on training and tools they provide help me educate my clients so they understand various concepts. With Peak Pro Financial, I'm putting my clients in strategies that I can be confident in.

Jason C

Peak Pro Financial is much more than a product provider. They serve as a resource in so many ways, helping me re-engineer myself from a product salesman to a full-service advisor. The team is committed to helping me achieve maximum success, and they've been a big part of it.

Brian G

I have recommended several advisors to the firm. And yes, I will keep recommending. Sarah, my Sales Development Advisor, and the team are a big part of my planning. Even in 2020 during the lockdown, my business has been up 20%. That would have been tough to do without Peak Pro Financial.

Dave N, RICP®

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Latest blog posts

Truth hurts: Going beyond Roth conversions

What do most advisors use to mitigate tax risk on retirement assets? They default to the almighty Roth conversion, of course. The truth is that a Roth conversion is not always the answer. For one thing, clients are stunned with a hefty tax bill and immediate drop in the account value. Some may have enough time to make up for the loss and bet on the market, but those aren’t sure things. It could take 12 years or more to recoup all the losses.

June 15, 2023