Helping you prepare for financial independence

Peck Financial Group

Peck Financial Group is a full service, retirement planning company serving the Greater Milwaukee Area and Southeastern Wisconsin. Peck Financial Group provides retirement and estate planning to individuals nearing or already enjoying retirement. Our mission is to provide individuals and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Peck Financial Group. After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.

Financial Planning

Chris Peck, president of the Peck Financial Group, is an investment advisor representative of Harbour Investments, Inc., serving customers in the Greater Milwaukee Area and Southeastern Wisconsin. My mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

Insurance Solutions

Insurance often safeguards many of the most valuable assets you have: our homes, cars, your health and your loved ones. However, many American’s are unaware of the impact proper insurance planning can have on your retirement.

Investment Management

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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