Sky Peak Financial
Holistic Financial Planning Services
At Sky Peak, we offer comprehensive financial strategies for individuals and business owners who are seeking financial independence.
Our approach to financial planning is highly customized. We assess your financial positioning using a team-based, holistic approach. We provide long term consulting, education, and guidance in numerous aspects of personal and business finance, as well as estate planning and tax management.
Our mission is to successfully deliver value and quality to our clients.
Individuals & Families
Our personal financial planning services are oriented around helping clients achieve financial security and independence. We operate under a proven efficiency planning model that includes accumulation, distribution, and preservation.
Business & Organizations
Many of our clients are moving towards financial independence while running businesses and managing estates. We offer comprehensive macro-planning that addresses each aspect of financial security, creating strategic plans to seek a financially efficient path toward your business goals.
Experienced Finance Consultants
Our hybrid financial guidance model at Skypeak is uniquely suited to address all areas of personal and business asset growth. Our advisory team brings decades of experience in a variety of disciplines to effectively serve our clients in the areas where help is needed.
Through our relationship with Commonwealth Financial Group, we have access to the following specialists and resources.
✔ Certified Family Business Specialist (CFBS)
✔ CERTIFIED FINANCIAL PLANNER™ professionals.
✔Advanced Case Design Team
✔ Advanced Business Planning Team
✔ Business Valuation Team *
✔ Trust & Estate Planning Department
✔ Risk Management Product Specialists
✔ Investment Specialists
✔ Retirement Planning Specialists
✔ Group Benefits Department
*Used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.
“A great plan to get things on track for me, both with my personal, and business finances.”
— Brad F., Sky Peak Financial Client *
*Brad F. is a client of Jeremy Lindquist. He was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success
Curious to learn where you stand financially?
Take our 2-minute complimentary assessment designed to generate your financial health score across these five categories: Savings Strategy & Habits Health, Cash & Liquidity Health, Investments Health, Protection Health, and Estate & Legacy Health. Upon completion, leverage your newfound knowledge to arrange a consultation with one of our experts.
