Peak Investment Coaching

Welcome to our Website where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Click on PUBLIC SEMINARS to register for one of our upcoming dinner events at the Bluebird in Logan or Ruby River Steakhouse in Ogden.

CLIENT WORKSHOPS will give you a list of our upcoming Investor Education and Coaching workshops.

Click HERE for a FREE copy of the Investor Awareness Guide

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Peak Investment Coaching, LLC (PIC) and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by PIC, a Registered Investment Advisor in the State of Utah. Insurance products and services are offered through David M. Shapiro, an independent insurance agent. PIC is owned by David M. Shapiro. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted. PIC not does offer tax or legal advice.

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Public Seminars

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Meet Our Coaches

Our Firm

Smart Vestor Pro

Newsletters

Bridging the Gap Between Retirement and Medicare Eligibility

Steps to Executing an Exit Strategy

Community Property Laws: Yours, Mine, and Ours

Estate Taxes: Should a Trust Own Your Life Insurance?

Calculators

Lease Payment

Savings Accumulation

Life Insurance

Retirement Portfolio Lifespan

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