Four Peaks Planning-Investments is a financial planning and investment management firm located in Gilbert, AZ. They offer a comprehensive six-step process called the Four Peaks Planning Spectrum to help clients achieve financial clarity and success. Their services include personal financial planning, retirement income planning, and investment management, with a focus on asset allocation, manager selection, and risk management.
With a philosophy that embraces both active and passive management strategies, Four Peaks Planning-Investments aims to manage risk, participate in robust markets, and control costs. They have a defined process for selecting funds that fit best into their strategies, continuously monitoring them for adherence to their criteria. By combining different types of investments, they create personalized strategies that range from conservative to aggressive, helping clients meet their life's goals with less uncertainty.
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