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David M Shapiro


Certified Financial Fiduciary

88 West Center Street
Logan, UT 84321

Phone:

435-494-1742

Additional parking in rear

E-mail:

Contact Us

Please feel free to contact us with any questions.

Videos

I have interesting videos you can watch on my site.

Calculators

You can review interesting calculators on my site.

Welcome to Peak Investment Coaching, LLC

Knowledge is Power…be empowered!

We empower families to cultivate a purposeful relationship with money and investing, to utilize free markets to build family wealth and to plan for an abundant future.

As your investment coach, we will challenge you, advocate for you, and guide you with purpose toward your ideal future.  Wealth success doesn’t happen by accident.  The people who’ve achieved it were only successful because they put in the work.  Are you willing to do the same?

happy couple with advisor

At Peak Investment Coaching, we value personal finance education, so we've created a website that's full of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics.

Check back often because we're constantly adding new material!

If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at david@peakinvestmentcoaching.com, or call us at 435-494-1742. We're ready to help.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Explores how investment strategy changes once retirement begins.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much would your monthly lease payment be?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck