About Old peak finance
Old Peak Finance: Your Trusted Partner in Financial Planning
Are you a busy professional or physician looking for a reliable financial planning firm? Look no further than Old Peak Finance, located in Chapel Hill, NC. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals and secure their future.
At Old Peak Finance, we understand that every client has unique needs and circumstances. That's why we take a personalized approach to financial planning, creating customized plans tailored to each client's specific situation. Whether you're just starting out in your career or nearing retirement, our team can help you navigate the complex world of finance and make informed decisions about your money.
As fiduciaries, we are committed to putting our clients' interests first. We believe that transparency and honesty are essential components of any successful partnership, which is why we strive to build long-lasting relationships with our clients based on trust and mutual respect.
Our comprehensive range of services includes investment management, retirement planning, tax planning, estate planning, risk management (insurance), education funding (college savings), charitable giving strategies and more. We work closely with each client to develop a plan that aligns with their goals and values while also taking into account their risk tolerance level.
At Old Peak Finance, we believe that education is key when it comes to making informed decisions about your finances. That's why we offer regular educational seminars on various topics related to personal finance such as investing basics or retirement income strategies.
We also understand the importance of staying up-to-date with the latest trends and developments in the financial industry. Our team regularly attends conferences and workshops so that we can provide our clients with cutting-edge advice based on the most current research available.
In addition to our commitment to providing exceptional service for our clients at Old Peak Finance ,we are also dedicated members of the local community here in Chapel Hill,North Carolina .We support various charitable organizations through donations as well as volunteer work .
If you're ready for a partner who will put your interests first when it comes to managing your finances ,look no further than Old Peak Finance .Contact us today for more information about how we can help you achieve your financial goals!