199 S Taylor Avenue,
Our reasons for becoming financial professionals are deeply personal. As the founder and president of Peak Retirement Planners, Paul R. Tencer believes this whole heartedly given his life experiences. At age 20, Paul lost his father to cancer. This sudden tragedy piled on an extensive mix of new personal and financial obligations at a very young age. The rigorous tasks of planning and consolidating the many financial items left for him and his two siblings changed Paul.
We are sensitive to the fact these unfortunate circumstances happen to many families. It’s important to have the best people and the best resources by your side for financial planning / life planning. In Paul’s case, he could have spent time self-loathing and wallowing in life’s challenges. Rather, Paul took time to self-reflect and generate a learning moment to create an opportunity for his future. With Paul’s original thought of medical school on the horizon, the loss of Paul’s hero during his time in college inspired him to change career paths. “My calling from up above became clear, to help families with their financial health. A financial diagnosis to guide others along their path toward financial success.” Paul firmly believes actions speak louder than words and he decided to put those words into motion.
Paul finished college earning his B.S. from Colorado State University and then began his journey within the financial services industry. When he's not working, Paul loves spending time with his wife Jen and two daughters Madelyn and Kinley. You may also find him on the golf course Saturday mornings.
Paul holds Financial Industry Regulatory Authority (FINRA) licenses Series 6, 22, 63 and 65 through LPL Financial. He also holds fixed, life and variable licenses. For over 18 years Paul has guided clients through multiple market cycles and major life events. He provides comprehensive investment strategies for the wealth accumulation phase and retirement distribution phase within clients' portfolios. The focus being to invest and manage clients' savings and strive to maximize income and optimize tax relief.
Over the years, we repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance and our experience as financial professionals, we can help people better prepare for the future. Throughout our time within the financial services industry, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. "We feel a commitment to our community."
We understand that planning for your retirement is an activity riddled with emotion and anxiety. Retirement is a huge life change. You are transitioning from a stable income flow and a structured schedule to more freedom with your time and money. You are no different than any other retiree or pre-retiree if you are concerned about outliving your retirement savings. That’s why, at Peak Retirement Planners, we think you shouldn’t have to navigate this process alone.
Since 2005, we have practiced the industry’s highest level of responsibility to our clients; ten years later, Peak Retirement was established to further progress our clients’ goals and objectives. This means that as your investment fiduciary, we are legally bound to put your best interests above our own. In fact, the entire structure of our business is built around this concept. We seek to provide you with an advantage over other investors - the flexibility to nimbly pursue the most suitable options for an optimal retirement while providing you with the gold standard in client support and comfort.
An Investment Planner is only as good as their approach. At Peak Retirement, we define approach as the process we use and the culture within which we provide our services to you. Our only purpose is to strive to help you successfully manage and diversify your wealth so that your unique retirement goals can be met. We distinguish ourselves through our sophisticated, institutional-grade investment approach and exclusive level of client-centered support suited to the complex needs of affluent individuals and families.