Four Peaks Planning and Investments LLC

Four Peaks Planning and Investments LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and provide discretionary and non-discretionary investment advisory services. Financial planning is included as part of their investment management service, covering areas like investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Four Peaks Planning utilizes mutual funds, options, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.