Episode 141: Helping Federal Employees Achieve Financial Freedom

Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field. In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategies and methods he had mastered over his years in the industry. His passion for his work is palpable, and his greatest joy lies in witnessing the financial success of others and helping them avoid common tax obstacles that can impede growth. Away from his professional pursuits, Jeff is a loving husband to Sarah and a proud father to their three children, Josephine, and twins, Jett and Jewel. The family resides in Chickamauga, Georgia, where they own a charming small farm. When they're not tending to the farm or enjoying quality family time, they love to traverse the globe, immersing themselves in new experiences and creating unforgettable memories. Jeff is licensed to operate in 46 states, broadening the scope of his services and the number of individuals he can assist. With his wealth of experience and his passion for helping others, Jeff is determined to make Peak Mutual a trusted partner in your financial journey. Listen to this insightful RIA episode with Jeffrey Gill about helping federal employees achieve financial freedom. Here is what to expect on this week’s show: - How it can be difficult for independent agents to find ideal contacts due to the lack of large marketing support. - Why federal employees need someone to help them navigate their unique retirement benefits and plan for their future. - How many federal employees have conservative investment tendencies and need help to have better retirement outcomes. - Why debt management is a critical aspect of retirement planning. - Why people should focus on investments that generate income over only focusing on the rate of return. Connect with Jeffrey: Links Mentioned: peakmutual.com Learn more about your ad choices. Visit megaphone.fm/adchoices