In a sea of "financial advisors," Peak Financial Planning stood out to me for several reasons. Eric Amzalag's videos ...
In a sea of "financial advisors," Peak Financial Planning stood out to me for several reasons. Eric Amzalag's videos on YouTube challenge the status quo, whether the topic is asset allocation, Roth conversions, or social security claiming. He is actually willing to help his clients answer the questions Can I retire now? Can I spend what I want to spend in retirement? and When is the optimal time to claim social security for my household? to name a few. There is no hiding behind a rule of thumb, industry best practice, or a Monte Carlo score. He and his team, including Joseph Perez and Karen Ochoa, take the time to learn about their clients, to ask questions about their current and future needs, and to explain the impact of a variety of actions on possible outcomes. The best part of the relationship is that PFP is a fiduciary - they don't have a product to sell and don't earn a commission on any investment recommendations. They are 100% invested in the client's best interests. And shoul
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