Dan and Jim break down how to create multiple income streams in retirement — so you’re not depending on just one source. Learn how to layer Social Security, pension income, investment withdrawals, annuities, and more into a strategy designed to give you consistent, reliable income for life.

So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what happens in the stock market. And the best part: meeting with us is completely free.

👉 Schedule a free meeting with Dan & Jim today: https://peakfinancialfreedomgroup.com/contact/

📞 Call Peak Financial now by dialing #250 on your cell phone and say the keyword “MONEY” or call (916) 791-7063

🎧 Subscribe to our podcast and listen to past episodes: https://peakfinancialfreedomgroup.com/radio/

📺 Check out our YouTube Channel: https://www.youtube.com/@peakfinancialfreedomgroup

Dan and Jim explain how they can help you get a retirement plan IN WRITING that guarantees you will never run out of money in your golden years. All it costs is your time, schedule your free meeting today!

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Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/

Call us now by dialing #250 on your cell phone and say the key-word “MONEY”

Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/

Connect with Dan & Jim: info@peakfin.com | (916) 791-7063

Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup

About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase?

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Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/

Call us now by dialing #250 on your cell phone and say the key-word “MONEY”

Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/

Connect with Dan & Jim: info@peakfin.com | (916) 791-7063

Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup

About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.