| Company: | Peak Financial Future |
| Contact: | Jeremy Iliff |
| Address: | -- |
| City: | Colorado Springs |
| State: | CO |
| Zip: | 80917 |
| Phone: | 719-650-3309 |
| Fax: | -- |
| Email: | contact@peakfinancialfuture.com |
| Website: | www.peakfinancialfuture.com |
About My Practice
Peak Financial Future is a local veteran owned Colorado small business, specializing in affordable flat-fee financial planning for current military and veterans, federal employees, early career earners, college planning, and future expat retirees to Mexico. Jeremy Iliff is the sole proprietor and the investment adviser representative for the registered investment adviser Peak Financial Future. Serving the majority of Colorado, Peak Financial Future is based in Colorado Springs. Advice is by appointment throughout the Front Range.
Focusing on Federal employees and current military/veterans, Peak Financial Future has a thorough understanding of the Federal and Military retirement systems. We focus on flat fee advising because our philosophy is not to maintain custody or control over your funds, rather to empower you to understand and control those funds and funding options yourself. This philosophy allows us to pay closer attention to Federal employees, who are underserved by the typical "assets under management" fee strategy. We'll assess your values and goals and make objective recommendations to suit your needs.
Jeremy J. Iliff is a veteran of the U.S. Army and has worked in Federal civil service for over ten years. He recently completed his Certificate in Personal Financial Planning from the Metropolitan State University of Denver, where he also obtained his bachelor's degree. Jeremy is experienced in education planning from his time working in college financial aid offices and has worked with future retirees regarding the social security election choice, retirement income planning, and investment planning for young adults preparing for eventual retirement.
Laura S. Paz Cerpa is an experienced financial advisor in Mexico who contributes cost of living information to Peak Financial Future for a dataset to serve clients who may seek the lower expenses of an eventual retirement to Mexico.
Our philosophy with clients is to educate and help them reach their peak financial position in life, rather than succumbing to the pressures of irrational spending and debt commitments. We strive to educate youth so that they are adequately prepared for the capitalistic financial environment that awaits them.
Offering Advice Since
2017
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
International Retirement, Youth Financial Readiness
Licenses, Certifications, Education, and Affiliations
Security Licenses: Series 65
Other Licenses, Certifications, Designations: Certificate in Personal Financial Planning from MSU Denver
Education: B.A. Anthropology from MSU Denver
Investment Advisor Registration: Colorado
Associations & Affiliations: Financial Planning Association
My Association with the Office or Firm
Owner/Partner