What We Offer

◈ Our Client-Centric Culture

The foundation of any solid partnership lies in the formation of mutual trust. At Pinnacle Advisor Group, we recognize we must earn our place in your inner circle, thus the first investment we make is in learning about you and your family. The insights we gain from getting to know you on a personal level cement our relationship and allow us to empathize with your most pressing challenges and most meaningful goals. In this way, your interests become our own, shaping a financial plan that makes every effort to help you work towards your dreams.

◈ Our Commitment to Education

Over the years, our emphasis on education has become the cornerstone of our practice. Both in the classroom where we teach a two-part, six-hour course on retirement planning and in the office as an ongoing component of our client meetings, we make it a point to foster informed decisions by creating an environment where you feel comfortable asking questions. Your understanding of our recommendations then facilitates an important link between the choices you make now and the implications they may have later in life.

◈ The CEO Approach

Regardless of your net worth, managing your wealth is equivalent to managing the assets of a small company. Like the best business leaders, you need to surround yourself with a competent team in order to work towards your financial objectives. That’s why we encourage you to think like a CEO, viewing your retirement plan as a business plan and treating Pinnacle Advisor Group as part of your team. Our process is intended to empower you to take ownership of this role and subsequently use your customized plan to work towards preserving and building your prosperity.

Investments

Pinnacle Advisor Group is a full-service independent financial consulting firm. The products we have access to and services that we provide include:

Financial / Retirement Planning
◈ Asset Management*
Investment Advisory Services*
Asset Allocation Strategies
Financial / Investment Education

Qualified Retirement Plans
◈ Risk Management Strategies
Insurance Products
Deferred Compensation Plans
Estate Planning
Life & Career Transition Coaching

Education Planning
Tax Management Strategies
Cash Management Strategies
Business Succession / Ownership Planning*
Market / Economic Analysis

Please note, if we can answer any questions for you with regard to these topics, please contact us.

*Offered through LPL Financial