Peak Wealth Advisors Risk Questionnaire 13 Questions that will help us assess your tolerance towards investment risk.
Peak Wealth Advisors Document Checklist Use this checklist to pull together key documents that you will provide us for our first meeting.
TD Ameritrade Click here for direct access to your TD Ameritrade login and view your latest account values and holdings, download monthly statements, tax records, performance history, and more.
Right Capital Click here for an online account aggregation and budgeting tool and where we can securely exchange documents. Contact Peak Wealth Advisors for your initial log-in credentials.
TOOLS – SITES
Mint.com – A free tool that we love for the ability to aggregate all of your financial accounts (bank accounts, investments, mortgage, credit cards, etc) to easily keep track of your transactions, manage a budget, and monitor your financial life
Financial Aid – The Federal Student Aid website. This is a key resource of information when planning to pay for college. Details on grants, scholarships and loans.
Guide to Getting on a Budget – How to Create and Use a Budget
Financial Literacy Handbook – Strategies for managing your money and the basics of navigating life’s major expenses
TOOLS – CALCULATORS
One Minute Retirement Test Find out if you’re ready for retirement with our One Minute Retirement Test
Retirement Planner View your retirement savings balance and your withdrawals for each year until the end of your retirement
Social Security Income Estimate your amount of Social Security benefits
Asset Allocation Calculate a desirable mix of stocks, bonds and cash based on age, ability to tolerate risk, and several other factors
Investment Goal Determine if you will reach your investing goal based on your current investment plan
College Savings Calculator How much do you need to save for your child’s education