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Rightsizing for Retirement

What does your home really cost?

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Office: 801-288-3136

Office: 801-288-3004

3675 South 900 East

Millcreek, UT 84106

zane@peakfns.com

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Registered Representative offering securities through Cetera Wealth Services, LLC, [“Cetera”}, (member FINRA/SIPC). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Insurance products are offered through Cetera, or its licensed affiliates.  Granite Credit Union is not a registered as a broker-dealer or investment advisor.  Registered representatives of Cetera may also be employees of Granite Credit Union.  Securities and insurance products and services are being offered through Cetera or its affiliates, which are separate entities from, and not affiliates of, Granite Credit Union.  Securities and insurance offered through Cetera or its affiliates are:

Investments are: * Not FDIC/NCUSIF insured May lose value * Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

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