COMMITTED FINANCIAL GUIDANCE

As an Investment Adviser Representative, I provide comprehensive financial planning and investment advice to help clients achieve their financial goals. At Peak Portfolio Management, I assess clients' financial situations, including their income, expenses, savings, investments, and debts, to develop personalized financial plans. These plans include strategies for retirement income planning, investment management, tax optimization, estate planning, and risk management.

My role involves continuously monitoring and adjusting clients' financial plans to help them remain on track to meet their goals. I stay informed about market trends, economic changes, and regulatory updates to provide informed advice. At Peak Portfolio Management, I assist clients in selecting appropriate investment products and managing their investment portfolios. As a fiduciary, I am required to act in the best interest of my clients and I must put my clients' interests above my own. I provide cohesive and comprehensive plans so each client has a plan that includes all facets of their retirement income plan, such as wills, trusts, income and inflation projections, risk, inflation, taxes, and longevity.

I use independent attorneys and CPAs to design your plan, as I do not give legal or tax advice. Through my RIA, AdvisorNet Wealth Partners, I have significant operations support, a robust compliance department, and professional money management through Portfolio Partners. Peak's custodian, Charles Schwab, enhances my services and provides an excellent platform to improve the client's online experience. In summary, my commitment at Peak Portfolio Management is to help clients navigate the complexities of their financial lives and make informed decisions to secure their financial futures.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minnetonka, Minnesota at 110 Cheshire Lane, Suite 200, Minnetonka, Minnesota 55305, https://advisornet.com/wealth-partners-home/. Investment advisory services offered through AdvisorNet Wealth Partners. Peak Portfolio Management and AdvisorNet Wealth Partners are separate entities. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, a Peak Portfolio Management representative, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on AWP's written disclosure Brochure, per the terms and conditions of a separate engagement and fee. Form CRS

COMMITTED FINANCIAL GUIDANCE

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