Peck Financial

Executive Benefit Consulting and Business Succession Planning 

Peck Financial has been serving the Boca Raton and South Florida community since 2005. Founded by Randall Peck in 1992, the firm offers creative insurance and risk management solutions for highly compensated professionals and entrepreneurs.

Peck’s extensive list of clients include many of the country’s largest consulting, legal and financial firms. Peck Financial serves as an executive benefits “concierge” by coordinating employer provided benefit plans with personally acquired coverage to meet each insured’s specific needs. “I find that people really appreciate this extra level of hand holding as insurance products are often complicated for even the smartest professionals,” says Peck.

In this challenging hiring environment, Peck Financial is helping large and small businesses gain a competitive edge by enhancing their existing employee benefit plans with insurance solutions that are specifically designed to help attract, retain and reward key talent. “We find that more business owners are ready to learn about new strategies that can add value to their organization and their top employees,” says Peck.

From a personal planning perspective, many people in our area are benefiting from the run up in real-estate which is also pushing up the overall value of their taxable estates. What many do not realize is that, when properly structured, life insurance can be used to help fund future estate tax liabilities. Peck Financial has a number of creative solutions and unique administrative capabilities like TrustButler.com, a company Peck founded, to help families address these important issues.

Randy and his wife Alicia, along with their six children and three dogs, reside in East Boca Raton and are involved in many local school and community causes.

Peck Financial, 7100 Camino Real, Ste. 403, Boca Raton, 800-566-0642, peckfinancial.com

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Peck Financial is independently owned and operated. #3700108.1

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