Retirement Planning Services in Stuart, FL
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Our specialty is to generate income from your investments, so you can have the retirement YOU deserve.
Because your money doesn’t retire, YOU do!
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, led us to become a Retirement Income Source firm. We are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $2 billion in client assets.
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.
Why Choose Peak Capital Management
- Over 20 years of combined experience in the financial services industry.
- We have helped thousands of people like you enjoy a better retirement.
- We don’t make a move until you’re ready and the timing is right for you.
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 for capital gains in the stock market so you can maximize opportunities to grow your savings. 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 should 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, and you need more than a simple “retirement plan”. You need a true financial strategy, one designed 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 throughout retirement.
Your Ideal Retirement Awaits!
Four Ways That We Can Help You Achieve the Retirement You've Always Envisioned
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 throughout retirement.
3. Tax Minimization
Our tax savings strategies can help you avoid paying more in taxes than you are legally obligated to pay.
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
Click here to preview a short, animated video about the dangers of becoming overconfident in the amount you’ve saved for retirement, and the importance of having the right investment strategy regardless of the size of your nest egg. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.
Sign Up for Our Free Financial Educational Videos
What Our Clients Are Saying
*Unpaid client testimonials
Get Your Retirement-Related Questions Answered
- “Do I have enough saved to retire?”
- “Will I be able to stay retired?”
- “When’s the best time to claim my Social Security benefits?”
