Newsletter Sign Up

1
We respect your privacy. Your information will never be sold, and you may unsubscribe at any time.
2
Please verify that you are human* This field is required.
3
Email Address* This field is required.
example@example.com
Email Verified
The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification
••••
Didn't receive verification code?or
Receiving the email may take a few minutes, thank you for your patience!
4
First/Preferred Name* This field is required.Your preferred name will help personalize your emails
5
Opt-In Consent* This field is required.
Yes — I consent to receive financial education, tax updates, planning insights, and related communications from Polzin Financial Group and its affiliated entities: Eight Peaks Wealth Management and Polzin Integrated Tax.
6
OPTIONAL: Help Us Personalize Your Updates

These questions are completely optional, but your answers help us tailor the content you receive so it's as relevant and valuable as possible.
7
ZIP Code
8
What topics are you most interested in? (check all that apply)
Tax Tips & Annual Tax-Planning Strategies
Retirement Planning Insights
Investing & Wealth-Building Strategies
Small-Business Owner Strategies
Financial Planning Checklists & Guides
Education Planning
Estate Planning & Wealth Transfer
9
Which best describes you? (check all that apply)
Individual or Family
Retiree or Near-Retiree
Small Business Owner
Teacher/Educator
Veteran or Military Family
First Responder
Healthcare Professional
Tech Professional / Equity Compensation
Working Professional (non-business owner: engineering, sales, etc.)
Executive or Senior Leader (Director, VP, C-Suite)
Just browsing / Curious learner
10
What would you like help with right now? (check all that apply)
Reducing taxes
Organizing finances
Retirement planning
Investing
Business planning
Estate/legacy
Not sure yet
11
How did you hear about us? (check all that apply)
Google Search
Other Search Engine (Bing, Yahoo!, etc.)
ChatGPT
NAPFA - Find An Advisor
Fee-Only Network
CFP.net - Let's Make a Plan
Facebook
LinkedIn
X (Twitter)
Nextdoor
Instagram
YouTube
Direct Mail
Referral
Personal Contact
Yelp
Parker Chamber of Commerce
BNI
NAEA - Find a Tax Expert Directory
NATP - Find a Tax Preparer
IRS Directory of Federal Tax Return Preparers
Should be Empty: