Our Services

RETIREMENT INCOME PLANNING

  • Determine the amount needed/desired upon retirement, then implement recommendations to fund your income needs and help maintain a comfortable standard of living

  • Develop strategy to prevent you from outliving your retirement income

  • Determine the best methods and timing for withdrawing retirement income

INVESTMENT PORTFOLIO MANAGEMENT

  • Development of investment strategy designed to create, preserve and grow wealth in volatile and trending market conditions

  • An Investment Portfolio Stress test to determine how your portfolio handles market downturns

  • Ongoing implementation of an active allocation strategy for proper market exposure and trends.

  • Aggregation of all your accounts to simplify and reduce paperwork

  • Plan best tax strategy (401k, IRA, Roth, NQ, etc...) to accumulate money in retirement plans

FAMILY PROTECTION THROUGH INSURANCE

Focuses on providing a safety net for unexpected events that can cause serious financial loss to your family:

  • Financial Emergencies

  • Pay medical bills in the event of Illness

  • Income replacement lostdue to disability

  • Maintain a standard of living after the death of a spouse or other loved on

FAMILY ESTATE PLANNING

  • Involves identifying beneficiaries and what they are to receive both during the client’s life and upon his or her death.

  • Provide knowledge about available estate planning techniques and tools

  • Development of custom estate plan to transfer wealth while minimizing unnecessary tax liabilities and avoiding probate

  • ​Help determining how property will be transferred at death by means of a will, interstate, contract, trust, and/or operation of law

TAX DEDUCTION STRATEGIES

  • Involves helping find potential tax savings through reducing or shifting current or future income tax liabilities

  • Evaluating business structure to optimize the benefits of the Internal Revenue code

  • Deferring income and/or accelerating expenses at year-End

  • Strategies to realize losses or gains through a wide range of allowable actions

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Securities offered through Parkland Securities, LLC, member FINRA/SIPC.  Advisory Services offered through Sigma Planning Corporation, a Registered Investment Adviser.  Peak Wealth Management is independent of Parkland Securities LLC and SPC.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.

                                 Keith D. Dumas                                                   440 E. Main St., Ste 106, Bridgeport, WV 26330                                                           304-848-8888