Skip to searchSkip to main content
Peak Mutual

  • Big Retirement Dreams?

    Let’s make them happen. We’re here to turn those plans into something you can feel good about.

    Federal and State Retirement Planning Made Simple!

    Schedule Your FREE Call

Retirement Planning That’s Simple, Clear, and Built for You!

We get it—planning for retirement can feel overwhelming. That’s why we’re here to make it easy.

Clarity

No more confusion. We break down every step 

so you know exactly what’s happening.

Security

Feel secure knowing your plan is optimized for 

your unique goals and benefits.

Peace of Mind

Say goodbye to guesswork. We’re here to handle the 

details, so you don’t have to.

Maximize Benefits

Get the most out of your federal and state retirement 

options with a plan tailored just for you.

Schedule Your FREE Call

Think This Process is Complicated? Let’s Prove Otherwise.

We believe in a straightforward process that gives you clarity, confidence, and complete control over your retirement plan.

Discovery Meeting
(Step-1)

We start with a Zoom meeting to get to know you and your financial goals. This is where we dig deep, asking questions about your personal and financial situation to fully understand where you stand and what’s possible.

Analysis & Presentation
(Step-2)

In our second meeting, Jeff Gill will walk you through a personalized presentation that breaks down your financial picture and potential retirement options. We use specialized software to explore the path that aligns best with your goals.

Decision & Planning
(Step-3)

Our third meeting focuses on decision-making. Together, we’ll review the best options, answer any questions, and shape the final plan to ensure it’s exactly what you need.

Finalization & Sign-off
(Step-4)

In our final meeting, we hand over the finalized plan and walk through the necessary documents. This is the last step to ensure you’re fully set up and ready for the future.

Schedule Your FREE Call

What We Actually Do for You!

Because you didn’t work this hard just to leave your retirement to guesswork

Benefits
Analysis

Yes, we actually read the fine print so you don’t have to. We dive into every detail of your federal or state benefits to make sure you’re getting what you deserve.

Pension
Optimization

Turns out, you can do a lot more with your pension than you think. We’ll show you how to get the most out of it—without endless spreadsheets.

Retirement Income Planning

It’s not just about saving; it’s about living. We’ll map out how to turn your savings into income you can actually enjoy.

Tax-Efficient
Strategies

Why pay more taxes than you have to? We’ll find ways to keep Uncle Sam out of your retirement income as much as possible.

Health & Long-Term Care Planning

Healthcare costs in retirement? We’ve thought of that, too. We help you plan for those ‘just in case’ situations without losing sleep over it.

Survivor & Family Benefits

We’re here to make sure your family’s future is secure, even after you’re done working. No confusing forms, just straightforward guidance.

Social Security Integration

Yes, Social Security is still a thing. We’ll help you figure out how it fits into your retirement plan—so you’re not leaving money on the table.

Estate & Legacy
Planning

You’ve worked hard to build something. We’ll make sure it’s protected and passed on the way you want, without a maze of legal jargon.

Still unsure and have a question in mind that you want us to answer? Click the button below!

How Can We Help You?

Peak Mutual Resources

Access blogs, videos, guides, and tools to help you confidently navigate your retirement journey.

Blog

Video Library

Guides & Downloads