Dan and Jim work daily with retirees to help them understand their money by creating
comprehensive written retirement income plans to increase their income, create
dependable income for life, reduce their risk by avoiding all large stock market losses
like 2008, minimize their taxes, reduce fees, earn competitive returns, and efficiently
pass assets to beneficiaries.
Dan and Jim have been business partners and best friends for 20 years, both raised
locally, work in Roseville, CA and both live in Granite Bay, CA. Dan has been married
to his wife Elaine for 25 years, they have two daughters Lexi and Tori. Jim has been
married to his wife Tami for 35 years, they have a daughter Kyley, a son Cody, a
daughter-in-law Martine, and granddaughters Colette and Elise.
Learn more at:
• www.peakuniv.com
• www.peakfin.com
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