Peaks Financial

Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company. We are dedicated to providing Panoramic Financial Planning to individuals who are friendly, responsible, and seek professional guidance in an authentic environment. Our balanced and straightforward approach helps our clients feel empowered, with clarity for their future through our unique SAIL FORMULA process. We serve as a trustworthy partner, offering personalized financial planning, investment management, retirement planning, and tax strategies. Our goal is to simplify the complexities of your financial life, helping you navigate the path to financial well-being and peace of mind.

Our Services

_Financial Planning_

Our comprehensive financial planning service is tailored to your specific needs and goals. We analyze your current financial situation, recommend strategies, and monitor progress to help you achieve your financial objectives.

_Investment Management_

At Peaks Financial, we create customized investment portfolios designed to meet your individual risk tolerance, time horizon, and financial goals. Our disciplined investment approach combines rigorous research, sophisticated portfolio construction, and dynamic risk management to provide consistent returns over the long term.

_Retirement Planning_

We help our clients navigate the intricacies of retirement planning, ensuring they have sufficient income and resources to maintain their desired lifestyle during their golden years. Our retirement planning process considers all aspects of your financial life, including income streams, investments, taxes, and healthcare costs.

_Tax Strategies_

Our team understands the significant impact taxes can have on your financial well-being. We proactively develop tax-efficient strategies to minimize your tax liability, protect your wealth, and maximize your financial growth potential.

_Estate and Legacy Planning_

Peaks Financial partners with you to develop a legacy plan that reflects your values and ensures your wealth is preserved and transferred efficiently to your heirs. Our estate planning process includes trust and estate analysis, charitable giving strategies, and wealth transfer techniques.

Meet the Team

_Kevin Campbell, Wealth Advisor_

With over a decade of experience in wealth management, retirement planning, tax strategies, and legacy planning, Kevin Campbell leads Peaks Financial. He has a proven track record of simplifying complex financial matters, guiding clients toward a work-optional lifestyle, and fostering long-term relationships based on trust and transparency. Kevin's expertise and insight have made him a sought-after commentator in various renowned media outlets.

_Traci Selby, Director of Client Services_

Traci Selby, with her unwavering dedication and extensive experience in the financial services industry, manages the day-to-day operations at Peaks Financial. She ensures the highest level of client service, continuously enhances the client experience, and supports our wealth advisors with exceptional administrative assistance.

_Lindsay Campbell, Administrative Assistant_

Lindsay Campbell, Kevin's daughter, serves as Peaks Financial's Administrative Assistant. She supports the team by managing schedules, coordinating appointments, and providing essential administrative support, allowing the wealth advisors to focus on delivering the best service to our valued clients.