You don't need another solo
advisor. You need a team.
That's what we built.
ABOUT
Coordination is the product.
Peak Vision Consulting is a proactive planning firm serving business owners, executives, and high-income families across the country.
We don't operate like a solo practice. We operate as a coordinated team backed by a Virtual Family Office of national specialists covering tax, legal, risk, wealth, and business strategy.
The problem we solve isn't a lack of good advisors. It's a lack of coordination and follow-through. Most people have professionals in their corner. What they don't have is someone making sure those professionals are actually talking to each other — and that the strategies they discuss actually get implemented.
That's the role we play.
ABOUT
Jeff Rainer
With over 20 years of experience, Jeff specializes in working closely with clients to build a Financial Road Map, so they Live Life on Purpose. To accomplish this goal, he leverages a Virtual Family Office of national experts to discover what is really important to his clients and then builds, monitors, and updates a comprehensive financial plan tailored to the needs of each family he works with.
Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands the future can't be predicted, so he helps his clients prepare for best- and worst-case scenarios, while creating lasting, long-term relationships based on trust.
Jeff has been awarded the National Quality Award by NAIFA® numerous times and is a qualifying member of MDRT — The Premier Association of Financial Professionals®. He is a registered Investment Advisor Representative, and is life, variable, and accident and health licensed.
In his free time, Jeff and his wife Jodi enjoy all things outdoors — hiking, biking, and golfing. They are passionate about international travel and ethnic food.
FOUNDER
ChFC® CLU® RICP® CASL® CLTC Medicare Planning Certified
HOW WE'RE STRUCTURED
Three layers working together on your behalf.
You don't manage these relationships. We do.
Advisory Services
Your core relationship with Peak Vision. The people you call, the people who know your full picture, and the people who quarterback everything else.
Proactive Planning Team
Your local point of contact focused on identifying planning opportunities, keeping priorities on track, and making sure nothing falls through the cracks.
Virtual Family Office
A national team of specialists — the best in tax planning, legal services, risk mitigation, wealth management, and business advisory. Already vetted, already coordinated, already familiar with how we work.