WHAT MAKES US DIFFERENT?
You will never feel like just a number when you work with us because we treat you like family. You will experience a one-on-one personal relationship with your advisor at Pinnacle. We believe in doing what is best for your family or business, which means keeping open communication with you every step of the way.
WE DON’T START UNLESS IT’S WHAT IS BEST FOR YOU
With all the investment options available, good financial advice can be critical. Honest financial advice is even more necessary. We believe in a straightforward approach to investing.
Have you planned for the recent tax law changes?
The recent changes to the tax laws could affect your tax liability for years to come. It is important to understand how these could affect you personally. Talk with us about how we can help you plan for all areas of your financial life.
If you own a small business, don’t be blindsided by how the tax law could affect your company’s cash flow. Create a financial plan for you and your business today.
OUR UNIQUE PROCESS
“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.” – Tom Landry
We always start with a simple, complimentary meeting or call to get to know you and your needs. In your first meeting, your financial goals will be explored and discussed. Where are you invested? Are you properly insured? Are your will and estate plans secure?
This initial meeting is an opportunity for you to ask us questions also. We look forward to getting to know you and discovering what’s most important to you.
Our focus is to do what is right for you, your current situation, and future goals. The information gathered in our initial meeting; such as your financial history, current portfolio, retirement goals, and family considerations are analyzed. Your budget (a highly desired exercise) is examined, along with market data to help you determine if you’re on track to reach your goals.
While many times people are well on their way to meeting their goals, there may also be specific issues uncovered which require a plan to re-strategize and enhance a client’s portfolio.
The detailed analysis allows a tailored plan to be created to help you reach your goals. Our advisors guide you in selecting the appropriate mix of insurance and investment vehicles, and an explanation is given to help you understand why you may want to reallocate your current portfolio. As independent advisors, we are able to offer a wide variety of products with transparent fee structures.
Our clients are contacted by phone at least once per quarter to discuss current market conditions and how they may relate to their portfolio. Current plans are reviewed to make sure they continue to help meet future goals.
We are committed to helping our clients stay on track and providing ongoing, clear communication is key. We take great pride in the fact that many of our new clients are referred by current clients.
We offer a complimentary consultation and would love to hear from you.
To build client relationships so that we may best address their individual needs and goals.
To put our team’s extensive industry experience, dedication and personal attention to work for you
To find and put the best resources to work in an effort to help maximize client results.
Managing your investments is priority #1! We check in regularly to ensure everything is still in sync with your goals.
We take the time to really get to know you so that strategies fit with your unique goals.
When you need us, we’re there. We are a client-centered, boutique service that takes the needs of our clients very seriously.
READY FOR YOUR INITIAL CONSULT?
We can’t help you unless you let us know you’re there.
Call Toll Free: 1-877-340-6333 or