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Our Team
Our Values
Pensions
Careers
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Phil Davidson

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We Serve "Midwestern Millionaires"

Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.

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Our Location

*We serve clients virtually all across the country.

3600 Olentangy River Road, Building 501
Columbus, Ohio 43214
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614.500.4121
Info@peakretirementplanning.com

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Privacy Policy | Terms of Use | Disclosures | Form CRS

Peak Retirement Planning, Inc. is a financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Securities and Exchange Commission registered investment advisor able to conduct advisory services where it is registered, exempt or excluded from registration.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested here are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any testimonials, endorsements, or reviews are not compensated for and may be made by clients or non-clients. As an SEC-registered investment adviser, we have a fiduciary duty to act in your best interests. Soliciting reviews does not influence the advice or services we provide, and we do not selectively request reviews from specific clients. All clients are given an equal opportunity to provide feedback. We are not aware of any conflicts of interest with those that may give testimonials, endorsements, or reviews.

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