At Peak Financial LLC, we help our valued clients develop an understanding of their Social Security benefit, and both educate and inform them on the optimal time to start accepting their benefit. According to the Social Security Administration1, delaying your benefit may potentially increase your benefit amount by as much as 8% per year.
There is a lot to know about Social Security, and it is important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits. Our firm is committed to helping you get the most you can out of your benefit, so you can take one step closer toward the comfortable and enjoyable retirement you’ve been working so hard for!
We have put together an informative brochure that helps answer the following questions:
Tulsa, OK. 74135
GREGORY F. BRINKMAN LUTCF, LACP, NAIFA, AFC. LICENSED IN OK, TX, FL, MI, AZ.
ALL WRITTEN CONTENT ON THIS SITE IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF PEAK FINANCIAL LLC AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BY PEAK FINANCIAL LLC, A REGISTERED INVESTMENT ADVISOR. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH GRADIENT INSURANCE BROKERAGE, INC.. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES TO ANY RESIDENTS OF ANY STATE OTHER THAN THE STATE OF OKLAHOMA OR WHERE OTHERWISE LEGALLY PERMITTED.