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David M Shapiro
Certified Financial Fiduciary

88 West Center Street
Logan, UT 84321

Phone:

435-494-1742

Additional parking in rear

E-mail:

Welcome to Peak Investment Coaching, LLC

Knowledge is Power…be empowered!

We empower families to cultivate a purposeful relationship with money and investing, to utilize free markets to build family wealth and to plan for an abundant future.

As your investment coach, we will challenge you, advocate for you, and guide you with purpose toward your ideal future.  Wealth success doesn't happen by accident.  The people who've achieved it were only successful because they put in the work.  Are you willing to do the same?

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At Peak Investment Coaching, we value personal finance education, so we've created a website that's full of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics.

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Check back often because we're constantly adding new material!

If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at david@peakinvestmentcoaching.com, or call us at 435-494-1742. We're ready to help.

Contact Us

Contact Us

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Please feel free to contact us with any questions.

Videos

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I have interesting videos you can watch on my site.

Calculators

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You can review interesting calculators on my site.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Considering some important issues now could provide more options in the event of early retirement.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator is designed to help you attach a dollar figure to your life’s work.

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck