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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:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

I have interesting videos you can watch 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.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Outlines steps toward handling financial setbacks and emerging stronger.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Describes how Roth accounts can generate tax-free retirement income.

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How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much do you need to save each year to meet your long-term financial goals?

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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