Experienced guidance – more confident investing
Having an experienced Financial Professional can not only help simplify the complexities of your wealth, but it can also help simplify your life. We can help not only reduce the many questions that can come with investing but can also help you identify many opportunities using a disciplined process and investment choices based on your goals, time frame and risk tolerance.
Ron and Barb Beckner consistently prove they enjoy helping clients by educating through our Trademarked R-TIME FORMula™ and Financial STAR process. The team at Peaks Integrity Wealth Management walk with clients through every season of life.
As a working-class American, Ron Beckner released his book in 2022, “A Blueprint and Financial Guide for the Working-Class American”. As a third generation Pipe-fitter, retired military, Ron shares his working-class background to illustrate the importance of a financial education.
For more information on Ron’s book, “A Blueprint and Financial Guide for the Working-Class American”, click here.
Services we offer
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.
News & resources
Understanding the difference between long-term care and long-term disability
Bond Market Perspective
How AR is impacting business
Financial resolutions for 2024
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.