If there was a missing piece of information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it?
A GUIDED JOURNEY TO
A Happy Retirement
Our passion, here at Pinnacle, is to guide you to new heights in your financial achievements. It is our honor and great privilege to be your guide on this trek to reaching your financial goals. We are committed to excellence in everything that we do, from start to finish. We help our clients to make sound investment decisions that contribute towards a secure future. We believe that one of the best way to make money…is to avoid losing it in the first place. So we focus on all the missing facts to keep your money from falling through the cracks.
Identifying the Missing Facts
Making Sound Financial Decisions
We find that the average investor does not have a process to make sound financial decisions. They are missing critical facts in their financial lives that may be costing them a lot of money. We help to identify these missing facts, misconceptions and undisclosed information that are all critical and necessary to make a sound financial decision that is in their best interest, before that decision is made. The correct course of action is to learn the right questions to ask before you buy any financial product or plan for your future.
”As an independent advisory firm, we have no obligation to an outside company, no sales quota to meet and no proprietary products to sell. Our only obligation is to our client.Ken NewFinancial Advisor
All Walks of Life
Taxes, death of a loved one, buying a new home, selling the family farm, retiring from your jobâ¦ these are all pieces that may make up the landscape of your financial life. Our job, as your financial advisor, is to look at all the aspects of your finances, and to guide you on the individualized route to reach your personal Pinnacle. Are you ready for a financial growth strategy thatâs as unique as you are?
Ask the Right Questions
The missing information
If there was a missing piece of information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it? Today? 5 or 10 years from now? Never? If it was a must know fact, wouldnât you want to know about it before making any financial decision, especially one that put your money at risk? Thatâs what makes our firm different! We seek to identify all the facts necessary to make a sound financial decision that is in your best interest before making that decision.