EP 271: Real Case Study: What a CFP Saw That Sparked Red Flags

On a recent episode of the Trust the Plan Podcast, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth delved into a compelling case study featuring a couple in their mid-40s with three kids and a strong household income, now getting serious about their financial future.

A Certified Financial Planner (CFP) flagged several red flags in their current approach — Jim and Preston unpack these concerns, offering their perspective on whether they agree with the CFP’s assessment and exploring how proactive planning could address these issues before they become costly missteps.

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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 Peace of Mind.

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