Peak Financial Group, a division of HUB International Information

Peak Financial Group is an independent retirement plan services firm located in Houston Texas, with advisors collectively managing over $900 million in corporate retirement plan assets. Peak has built a notable presence in the retirement plan marketplace by offering customized 401(k) advisory services to businesses of all sizes. Since its formation in 2002, Peak’s sole focus has been on servicing the retirement plan marketplace. Now more than ever, retirement plans are under greater scrutiny. Peak works with plan sponsors and fiduciaries to create a sustainable, repeatable, & documented process, which in turn helps manage their fiduciary liability. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org We are licensed to sell insurance in the following jurisdictions: Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Indiana, Louisiana, Maryland, New Mexico, Ohio and Pennsylvania. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Texas, Arizona, California, Colorado, Indiana, Louisiana, Maine, Maryland, Ohio and Pennsylvania. *California Insurance Licensing (Janine J. Moore), State of Domicile: Texas. CA Insurance License #OE31384 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.