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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.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Describes retirement plan options that help self-employed workers save on taxes.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Will you be able to afford nursing home care?

Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you estimate your annual federal income tax liability.

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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