Integrity ✥ CommitmentHolistic 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 Do

Our 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.

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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

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Our Offerings

Advisory Services

Mutual Funds
Exchange-Traded Funds
International Stocks
Bonds and Fixed Income

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Our Additional Services

Free Services

Financial Planning Report
Budgeting Tool
Retirement Income Analyzer
Aggregate Outside Assets/Liabilities
Self-Directed Charles Schwab Brokerage Account

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Helping our clients reach their financial goals, while providing exceptional service at a fair cost.

Learn more about what we do!