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Nick Hopwood | Roth Conversions Could Save You Hundreds of Thousands in Cumulative Taxes
Manage episode 486644944 series 2504297
Nick Hopwood, certified financial planner at Peak Wealth Management.
Nick's team of CFP's help high net worth individuals and small businesses owners retire with peak confidence.
Nick will build a financial plan you can believe in - Trust the plan!
Most advisors are just sales people pushing products, but Nick and his team are fee based planners who always make recommendations which are in their clients best interest - that's what being a fiduciary is all about.
Visit PeakWM.com/Gruber to Learn More
383 episodes
Manage episode 486644944 series 2504297
Nick Hopwood, certified financial planner at Peak Wealth Management.
Nick's team of CFP's help high net worth individuals and small businesses owners retire with peak confidence.
Nick will build a financial plan you can believe in - Trust the plan!
Most advisors are just sales people pushing products, but Nick and his team are fee based planners who always make recommendations which are in their clients best interest - that's what being a fiduciary is all about.
Visit PeakWM.com/Gruber to Learn More
383 episodes
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