WHAT MAKES US DIFFERENT?
PERSONALIZED SERVICE
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 ONLY START WHEN IT’S 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.
CUTTING-EDGE STRATEGY & COMMUNICATION
We take the time to know & understand you so that the strategies we develop fit with your unique goals. We are a client-centered, boutique service that takes the needs of our clients very seriously.
EXPERIENCE & RESOURCES
Our team has extensive experience and resources to support your needs. Our continued goal is to maximize client results in a timely fashion.
READY FOR YOUR INITIAL CONSULT?
Call Toll Free: 1-877-340-6333 or
OUR 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
A CONVERSATION
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.
ANALYSIS
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.
IMPLEMENTATION
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 through Lincoln Investment, we are able to offer a wide variety of products with transparent fee structures.
CLEAR REPORTING
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.
READY FOR YOUR INITIAL CONSULT?
Call Toll Free: 1-877-340-6333 or