

2018 4th Quarter Review
Watch the video below to hear Charles' review of the 4th quarter of 2018. Transcript: For this quarter’s review, I want to address the...


2018 2nd Quarter Review
Charles Ragonese of Mountain Peak Financial, Inc. reviews some key events of the 2nd quarter of 2018.


2018 1st Quarter Reivew
Charles Ragonese reviews the 1st quarter of 2018.


2017 4th Quarter Review
Charles reviews the last quarter of 2017 heading into the new year.


2017 3rd Quarter Review
Charles reviews the 3rd quarter of 2017.
Wealth Transfer [VIDEO]
How will you leave wealth for your loved ones? Let us help you determine if life insurance plays a role in your retirement planning.


Understanding the 4 Tax Buckets [VIDEO]
Charles Ragonese, President of Mountain Peak Financial, Inc., explains what's included in each of the 4 tax buckets.


2017 1st Quarter Review
Charles Reviews the 1st quarter of 2017.
![2016 4th Quarter Review [VIDEO]](https://static.wixstatic.com/media/35b5a2_f442a9bbbe5746129bb5f2e965b6d757~mv2.png/v1/fill/w_354,h_266,fp_0.50_0.50,q_95,enc_auto/35b5a2_f442a9bbbe5746129bb5f2e965b6d757~mv2.png)
2016 4th Quarter Review [VIDEO]
Watch Charles' review of the 4th quarter of 2016. Investment advisory services offered through Global Financial Private Capital, LLC, an...


What to Do With Your 401(k)
Charles Ragonese, President of Mountain Peak Financial, Inc., explains four common options for collecting your 401(k) upon retirement....