Peck Financial Group
Peck Financial Group is a full service, retirement planning company serving the Greater Milwaukee Area and Southeastern Wisconsin. Peck Financial Group provides retirement and estate planning to individuals nearing or already enjoying retirement. Our mission is to provide individuals and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Peck Financial Group. After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.<br/><br/>Securities and Advisory Services offered through HARBOUR INVESTMENTS, INC. Member FINRA/SIPC<br/>Securities Licensed in AZ, CO, FL, NV, UT, WI.
Peck Financial Group Profile
Christopher Peck, CEP&#174;, CRPC&#174;, LUTCF is the president of Peck Financial Group and a financial advisor in the Greater Milwaukee area. Chris has been assisting investors since 1992. He has counseled hundreds of clients on how to manage their investments, preserve their assets, avoid probate, increase their income, and reduce their overall taxes.&lt;br/&gt;&lt;br/&gt;Chris has published articles in the Mature American and the Senior Finances Newsletter on Estate Planning, Medicare, Medicaid, Long Term Care and many other issues related to retirees. He has presented numerous seminars at the local Senior Centers, American Legion Posts, Libraries and Community Colleges. He also conducts regular workshops on Social Security Maximization, Estate Planning, and Income Planning with the goal of empowering his community to make informed financial decisions.&lt;br/&gt;&lt;br/&gt;Chris Peck is very dedicated to his profession and has taken extra time to sharpen his skills by becoming a Certified Estate Planner™ CEP&#174;, a Chartered Retirement Planning Counselor™ CRPC&#174;, and a Life Underwriter Training Council Fellow, LUTCF.&lt;br/&gt;&lt;br/&gt;To become a CEP&#174; he completed a program consisting of twelve Estate Planning courses. To become a CRPC&#174; he completed a program consisting of eleven Retirement Planning courses. To become an LUTCF he completed a two and a half year program consisting of five semesters of financial planning, tax planning and insurance planning material.&lt;br/&gt;