Integrity ✥ Commitment ✥ Holistic Planning
Welcome to Four Peaks Planning and Investments
We work with individuals, families, and businesses who are looking for a genuine relationship with someone who can provide trusted information and guidance when it comes to how best to save, spend. borrow and invest money.
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About Us
Four Peaks Planning and Investments, LLC is an independent financial planning and investment firm focused on providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals. We act in a fiduciary relationship with our clients by putting their interests before our own - always.
What We DoOur Approach
The financial planning process may seem intimidating at first. Our goal is to make it as simple as possible by taking you through our six step process, As you make your way through the six steps, you will go from financial uncertainty to clarity as each step opens up new possibilities.
Learn MoreEvents
Upon completion of your registration for the upcoming event, you will receive an email confirmation with further details and information about attending the event. Directions to the event location will be provided in your confirmation email.
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Strategic Partnership
Jamie Kahn Estate Planner $750
* Jamie Kahn runs a separate firm called Four Peaks Planning.
Revocable Living Trust
Certificate of Trust
IRA Trust (when applicable)
Pour Over Will(s)
Financial Power(s) of Attorney
Medical Power(s) of Attorney
Living Will(s)
One Arizona Deed Recording
Our Offerings
Advisory Services
Mutual Funds
Stocks
Options
Annuities
Exchange-Traded Funds
International Stocks
Insurance
Bonds and Fixed Income
Our Additional Services
Free Services
Financial Planning Report
Budgeting Tool
Retirement Income Analyzer
Aggregate Outside Assets/Liabilities
Self-Directed Charles Schwab Brokerage Account