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Mountain Peak Financial, Inc

At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop the best financial strategies for their long-term goals. Our goal is to be the trusted lifetime advisor that helps our clients achieve the confidence they deserve for their financial futures.

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Mountain Peak Financial, Inc.  |  1425 W. Foothill Blvd., Ste 115, Upland, CA 91786 MAP  |  Tel: 909.982.2277

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

Any references to protection benefits, safety  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mountain Peak Financial is not affiliated with the US government or any governmental agency. 615813

© 2018 by Mountain Peak Financial, Inc.

SERVICES

Financial strategies designed to fit your needs

OUR SIMPLE FINANCIAL PHILOSOPHY

Create strategies to help maximize your money and avoid unnecessary taxation
Develop a financial plan to help ensure your money is long-lasting
Help protect your assets from market volatility 

To develop a financial retirement strategy for your future, our philosophy is simple. Your retirement income should be maximized, long-lasting, growing, and safe. In order to help create this financial environment for you, we specialize in using various insurance and investment products for tax efficiency, lifetime income, and downside protection.

When you come in for your consultation, Charles will explain what this means and look at how these three key components of a retirement plan can be incorporated and personalized for your retirement planning. 

Tax Efficient Strategy

Rising taxes can be a concern for those approaching retirement. We can help create a tax-efficient strategy to help you to and through retirement

Lifetime Income Strategy

Through the use of conservative insurance products, we can help you plan for enough income to last as long as you do.

Downside Protection Strategy

We are committed to creating retirement plans with diversified assets in order to help minimize losses due to market declines. Ask us how today.

Some specifics that fall into the above categories are:

  • 401(k) & IRA rollovers 

  • Life insurance

  • Long-term care

  • Annuities

  • Wealth accumulation strategies

In what we call a financial roadmap, the first step is income, the second is growth, and the third is protection. No financial roadmap is complete if any component is missing. That is why we work with other local professionals such as attorneys and Certified Public Accountants to create a cohesive financial strategy for not only your retirement plan, but also your tax plan, estate plan, and more. 

At your complimentary consultation, we'll be able to personalize our services to your specific financial situation. 

Feeling ready to get on the road to financial confidence?

Why Work With Us?

Trustworthy

Charles is held to the fiduciary standard, which means that he will always advise you with your best interest in mind disclosing any potential conflicts of interest. No ulterior motives here!

Experienced

With over 25 years in the industry, we have the experience to know what works and the insight to stay on top of the market trends that could affect you most.

Educators

Knowledge is key. No one deserves to be in the dark about any aspect of their finances. That's why, in addition to our one-on-one time, we offer informational workshops intended to keep you informed at all times.

View our workshops >