Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
Nick Hopwood, CFP® and Jim Pilat, AIF® review the new SECURE Act passed by congress in December 2019.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
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