• pic1
  • pic2
  • pic3
  • pic4
  • pic5
  • pic6
  • pic7
  • pic8
  • pic9


Making decisions about your money can be one of the most stressful situations you face. Working with a trusted financial professional can help you feel confident that you are making smart choices during the various transitional events in your life.

There are so many different areas to address:

PINNACLE Financial Strategies takes a coordinated approach to your financial world. We provide years of experience and access to dozens of financial tools to help custom design a solution that fits your specific situation. From investments to insurance, retirement to college education, transferring your estate to the next generation, or leveraging your charitable gifts, we are uniquely qualified to help you sort through the facts, examine your options, and help you implement the solutions.

Your other professionals (CPA and attorney) are encouraged to collaborate with us to ensure that what you are doing in one area is not counterproductive to what is being implemented in another.

We are an independent firm that serves the best interests of you, our client. Coordinating your investments and insurance with care and integrity is what you can expect from us.

Please feel welcome to review our Website and contact us at any time if you think we can help you solve your unique financial problems.

Featured Content: Latest Article and Market Commentaries
Market Updates

Most Recent Article
Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

View the Featured Article

Last Updated: 12/22/14


A short video introduction to Investor360°®


HOME | ABOUT | OUR SERVICES | C-LEVEL | Marcellus & Utica Shale | For Business Owners | For Professional Athletes | WHAT TO EXPECT | ACCOUNT ACCESS | CPAs AND ATTORNEYS | MARKET NEWS | LEARNING CENTER | CONTACT US
This communication strictly intended for individuals residing in the states of AZ, CO, FL, GA, IL, IN, MD, ME, MO, NC, NV, NY, OH, PA, SC, TX, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2010 - 2014