EP 104: Peak State of the Union

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Player FM과 저희 커뮤니티의 NIck Hopwood, CFP, NIck Hopwood, and CFP 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

In this special episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management hold the Peak State of the Union to share highlights from 2020 — including an increase in new clients, how they navigated the pandemic, and team updates. Listen here to learn more.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.

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