Capital Peak Financial is a trusted financial planning firm based in Venice, FL, specializing in cultivating a confident financial future for their clients since 1992. With a focus on peace of mind planning, they offer accurate directions and personalized strategies to protect and preserve retirement nest eggs, maximize social security benefits, select appropriate asset protection plans, and execute effective estate planning strategies.
With a commitment to providing comprehensive financial solutions, Capital Peak Financial has built a reputation for helping individuals and families achieve their long-term financial goals. Their experienced team, led by Dave Leonhard, ensures that clients receive expert guidance and tailored plans to navigate the complexities of the financial landscape, ensuring a secure and prosperous future.
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