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Capital Peak Financial Services

capital peak financial_logo_Lg color (2)About Us

Here at Capital Peak Financial Services, we are driven by a desire to provide honest answers, accurate direction and uncompromising personal attention to all of our clients. As a leader in Financial Services &  Estate Planning, we are dedicated to providing retirees and pre-retirees with sound, secure financial direction.  Our skilled and knowledgeable team offers  personalized service designed to fit your individual needs & goals. 

For over 20 years our clients have entrusted us with over 200 million dollars of their hard-earned assets. Specializing in Retirement planning, Annuities, IRA’s, Estate Planning, Long Term Care Planning, Tax Reduction Strategy, Legacy Preservation, Charitable Giving, and Life Insurance; Capital Peak Financial is dedicated to bringing you the help you deserve at the times you need it most. With all of today’s uncertainty, people need and desire sound financial advice and reliable resources. Our mission is to provide “peace of mind planning”, through a relationship built on accurate information, trust and honesty. 


What We Do

One of the common pitfalls of retirees is not having a solid reliable income plan for retirement.  It seems simple; take your monthly expenses minus your income from your pension, social security and whatever you still need, withdrawal it from your retirement savings. However, This is not income planning; this is living in survival mode. What do you do when your accounts are down? What do you do when you need more than what your investments are earning? Are you working only with qualified or IRA dollars, and how will these withdrawals affect your taxes? Which account should you access first for your income needs? What happens when social security is no longer available, do you have a “back-up plan?” Don’t be fooled into thinking an income plan for retirement is a simple matter of addition and subtraction. Looking at the variables of inflation, taxes, investment choices and developing a solid reliable income plan for retirement is what Capital Peak Financial specializes in.

Services

Income Planning

Capital Peak Financial will develop a plan to help protect and preserve your retirement nest egg.

Tax Reduction

We can assist you with lowering your taxable income while increasing your spendable income.

Asset Protection

Let us help you select and refine the appropriate asset protection plan.

Estate Planning

Let us assist you in planning today and with your heirs in executing future strategies.


david_bio_imageDavid C. Leonhard 
Founder and President

David has been in the Financial Services and Estate Planning Industry since 1992. In 2011, he was awarded the, Readers choice “Financial Planner of the Year”. Today He serves hundreds of clients in Florida, California and Nevada.

As the Founder and President of Capital Peak Financial Services David is dedicated to providing retirees and pre-retirees with sound secure financial direction. During these uncertain financial times, it is critical to have honest answers and a secure financial plan that is not driven by the ups and downs of the stock market. As a Financial Services professional and a licensed insurance provider David has the knowledge and expertise to offer comprehensive financial solutions to prepare you for when you need it most.  

David has been an honored Member of the National Ethics Association since 2007 and is currently a member of the acclaimed “Million Dollar Round Table”.  Born and raised in Northern California, David and his wife Denise and their two children, Alexa and Chase relocated to Southwest Florida in 2007 to take advantage of the Gulf Coast lifestyle and amenities. He and his family are active members in their church and do community volunteer work for the Salvation Army, American Cancer Society as well as the Center for Hope and the YMCA.  A Graduate of California State University, Chico with a Bachelor of Arts degree in Business Administration. David has written financial columns and performed speaking engagements with major corporations such as Intel, Hewlett Packard, Caldwell Banker and SIRS fraternal group. At Capital Peak Financial  “Our Business is, and will always be, your FINANCIAL PEACE of MIND!”

For more information about the Capital Peak Financial Services feel free to use any of the navigation bars below.

We also encourage you to contact us to schedule a discussion or appointment with a Cornerstone LifeCare Consultant about this or any of our other related Services.
 

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IN-HOME COVID-19 TEST

A special offer within our CONCIERGE COVID CARE program is an initial IN-HOME EVALUATION and COVID-19 TEST by an Interim HealthCare Nurse.

You will receive the results of the test during the visit and, depending on the outcome along with the overall evaluation, be given the opportunity to discuss and develop follow-up steps to address any needs.

The Interim HealthCare Nurse is also a Cornerstone LifeCare Consultant and can coordinate other related services available through our Network of Partners and Resources.

Click Here for More Information.


During These Unsettling Times We Bring Health & Wellness Services to Your Home!

Through the support of our trusted Partners and Resources, Cornerstone LifeCare Consultants will assist you and your loved ones in navigating “Aging in Place” Solutions such as In-Home Remodeling and Modifications; In-Home Medical and Healthcare Services; and other types of vital Personal Support and Services.

Our Cornerstone LifeCare Consultants will also help manage transitions to Independent, Assisted, Rehab, and Skilled Nursing Facilities depending on your goals and circumstances.

Click Here for More Information.

SENIOR LIVING COMMUNITY PLACEMENTS

For a More Supportive, Safe, and Social Living Environment

During these unsettling times a decision may be needed to explore a transition to one of many Senior Living Community options.  And, we are here to help.

Our goal is to not only keep the needs and desires of the loved one in mind but fully consider the influence on family members, caregivers, friends, and other supporters.

Whether the choice is Independent Living, Assisted Living. Memory Care, Skilled Nursing or Rehab we have a dedicated group of trusted Partners that we feel are the best in the industry.

We look forward to hearing from you to begin discussions towards choosing the the right Senior Living Community for your particular situation.

Click Here for More Information.

Psychosocial Counseling & Therapy
(Teleconference or In-Person)

There is More to the Coronavirus Pandemic Than Just the Physical and Financial Impact!

What About the Affects on Our Emotional Well-Being and State of Mind? 

Click Here for More Information.

Contact our Medical Cannabis Specialist to learn more about the current status of Medical Cannabis and become aware of the assessment process and how to be approved for a medical marijuana card.

Ask about the many ways medical marijuana can be used and how it has been successfully tailored to individual needs.

Click Here for More Information.

Employee Assistance Through Special On-Site Child Care Program During These Unsettling Times

Debra Fortosis, Founder of Elite Family Care, and her team will design, manage, and oversee a program at your facility so that valued employees, volunteers, and supporters of your organization can have their children attended to while carrying out their responsibilities.

This innovative program was initially developed due to urgency for families of First Responders and Healthcare Personnel, but certainly has application to other types of businesses and non-profit organizations.

Click Here for More Information.

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Cornerstone LifeCare is a member of the Manatee-Sarasota Building Industry Association (BIA).
Click Here to access BIA website.

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info.cornerstonelifecare@gmail.com