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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.

Reviews annual enrollment dates and options for Medicare participants.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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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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Explores how investment strategy changes once retirement begins.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

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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