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Dan Margheret

Consultant

dan@retirepeak.com

Not registered with Osaic Wealth.

Contact

Peak Wealth Solutions

Office: 216.370.7887

Office: 216.292.9288

Fax: 216.292.7865

30195 Chagrin Boulevard

Suite 360

Pepper Pike, OH 44124

info@retirepeak.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Peak Wealth Solutions, Inc. is an SEC Registered Investment Advisory firm. Securities, when offered, are through Osaic Wealth, Inc. member FINRA/SIPC. Peak Wealth Solutions, Inc. is a separate entity and not affiliated with Osaic Wealth, Inc..

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