Client Resources

CLIENT FORMS

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.

CLIENT ACCESS

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.

EDUCATION

A Different Way to Invest

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