Get your free retirement assessment.

A 3-step process to evaluate your financial life through a biblical lense.
Schedule a Discovery Call

We serve Christians who want to honor God with their wealth.

Kingdom-Focused Retirement

Believers seeking a purposeful life dedicated to God's work in retirement, guided by biblical principles of service and rest.

Faithful Stewardship

Those transitioning into retirement who want to remain faithful stewards of God's resources.

Christ-Centered Guidance

Those seeking God-honoring financial guidance that aligns with their faith in Christ.

Your Free Kingdom-Focused Retirement Assessment

Discover how to improve your retirement success and steward your resources for God's glory.
Step 1.

Schedule a 15-Minute Discovery Call

Let's ensure our expertise aligns with your needs and values. We'll discuss your current situation and how we can help you manage your wealth as a faithful follower of Christ.
Meet with Ty Johnson
Financial Planner CFP® CKA®
Your Retirement Assessment
Step 2.

Meet With our Team

Meet with our team of Christian Financial Advisors. We'll dive deep into your retirement goals, needs, and concerns, always keeping biblical principles at the forefront.

Appointment Details

Nick Wolverton, CFP® CKA®

Ty Johnson, CFP® CKA®
Chanel Podell
Time
Date
Location
Add to Calendar
Step 3.

Review Together

We'll present our findings and recommendations, showing you how to improve your retirement plan, optimize your investments, and use your wealth to serve the Kingdom of God.
Prepared for

Eva Hawthorn

Tax-Return Analysis
Investment Analysis
Retirement Answers
Duration
Renewal Date

Book a Discovery Call with Us

Easily book a 15-minute discovery call with one of our financial advisors.

The Peak Financial Promise

Choosing a financial planner is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust and aligning your financial planning with your faith. We serve as your trustworthy guide for biblically-based investments and financial planning.
Schedule Discovery Call
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.

Meet Your Christian Financial Advisors

Nick Wolverton, CFP® CKA®

Financial Planner
Chanel Podell
‍Relationship Manager
Ty Johnson, CFP® CKA®
Financial Planner