199 S Taylor Avenue Suite 100 Louisville, CO 80027

paultencer@peak-retirement.com

Home
Our Firm
Investment Fiduciary
Services
Resources
Tools
Contact

Whitepapers

2023 Tax Planning

2023 Tax Planning

Preparing for Tax Season
Tightening the Nuts and Bolts
Recommended Timelines for Retaining Financial Documents
And More!

Contact

Office: 720.263.4200

Fax: 720.204.5556

199 S Taylor Avenue

Suite 100

Louisville, CO 80027

paultencer@peak-retirement.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities & Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.