Retirement Planning Services in Stuart, FL

We can help to transform your savings into a renewable source of reliable income that can last you all through retirement.

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About Peak Capital Management

At Peak Capital Management, we believe that managing your money wisely means being knowledgeable about all your options. That’s why we place a heavy emphasis on financial education.

This focus on education, along with our more conservative approach to retirement planning, are just a couple of reasons why we’ve become Retirement Income Source. As Retirement Income Source, we’re now backed by a national network of Income Specialists across the country.

Retirement Income Source was founded by David J. Scranton. With over 30 years of experience in the financial services industry, David Scranton specializes in income-generating investment strategies designed to help protect clients’ savings, so they can use it as a renewable source of income they can count on in retirement.

Our Services

For more than two decades, Peak Capital Management has helped clients in and around Stuart, FL better preserve their savings and increase their retirement income through comprehensive financial planning services.

At Peak Capital Management, we believe it is essential for those who are retired or nearing retirement to understand all the options available to help them achieve the retirement they’ve always envisioned.

When you work with Peak Capital Management you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use it as a renewable source of income in retirement.

Retirement Planning

At Peak Capital Management, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to help preserve your savings.

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Financial Planning

We work closely with our clients to provide them with financial planning advice that gives them the best chance of achieving their long-term financial goals.

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Social Security Maximization

Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn.

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Estate Planning

Through our connections with qualified attorneys in the area, we can help to ensure you have an effective estate plan in place to help protect your assets and loved ones.

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Tax Planning

Through our connections with CPAs in the area, we can help you avoid paying any more in taxes than you are legally obligated to.

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Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement.

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Investing for Income Strategy

By focusing on income-generating investments, such as bonds and bond-like instruments, we can help you establish reliable streams of income that can allow you to know, with a greater sense of certainty, what your financial future holds. Learn More >

Investment Services

We not only specialize in helping our clients achieve safer passage into retirement through income-generating investments, we also provide a wide range of investment services.

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Wealth Management

Affluence comes with its own set of needs and challenges. We can help you implement effective wealth management strategies to help grow and preserve your wealth.

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Wealth Preservation

Our wealth preservation strategies can help you keep more of what you’ve worked so hard to earn.

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Why Choose Peak Capital Management

The 3 Stages of Retirement Planning

Planning to Retire

As you begin the process of planning and saving for retirement, it might make sense to invest in the stock market so you can maximize opportunities for growth. If you are just starting out, investing in mutual funds might be suitable so you can diversify and spread your risk out over a range of industries or companies.

Ready to Retire

Once you are within 5-10 years of retirement, there’s a very important shift you must make to help reduce your exposure to stock market risk and preserve the wealth you’ve worked hard to accumulate. At this point in your life, the risk, and costs inherent in mutual funds might not be in your best interest.

Already Retired

You’ve made it to retirement! At this point in your life, it really is all about income. You must help ensure you have a well-thought-out financial plan in place. You need a plan to help protect your retirement savings from damaging losses, so you can use it to establish renewable streams of income that you can count on well into your final days in retirement.

Your Ideal Retirement Awaits!

Let's Plan the Retirement You've Always Envisioned

4 Ways We Can Help You Do So

1. Risk Reduction

Our Income-based approach to planning and saving for retirement can help to reduce your exposure to market risk and economic uncertainty.

2. Income Generation

Our focus on income-generating investments means we can help you establish renewable streams of income you can count on well into retirement.

3. Tax Minimization

Our tax savings strategies can help you avoid paying more in taxes than you are legally obligated to.

4. Social Security Maximization

We can help to ensure that you’ve done all you can to maximize your social security benefits and avoid leaving money on the table from this important retirement resource.

Sign up for our Free Financial Education Video Series

Preview our short animated video which illustrates some important facts about retirement. By understanding how certain patterns tend to repeat themselves in the financial markets, you’ll be better prepared to avoid damaging losses to your retirement savings. If you like what you see, you can also sign up to watch the other videos in our animated series.

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What Our Clients Are Saying

Peak Capital Management helped me reduce my exposure to market risk and economic uncertainty.

Mary S.

Stuart, FL

August 31, 2021

My advisor at Peak Capital Management helped me establish ongoing streams of income I can count on in retirement.

Robert O.