Move Up

Financial guidance to help you get where you want to go, no matter where you are or where you started.

Keep Up with Your Lifelong Goals

Life is a journey. Every job, every experience, every decision is another step up towards your goals, whether it’s raising a family, building a business, planning for a secure retirement, or creating a lasting legacy. And when the occasional setback knocks you down, you pick yourself up and keep moving forward. PINNACLE Financial Strategies will be with you every step of the way, keeping up with changes in your life and changes in the tax code, helping to set you up for success with comprehensive financial wellness. You can depend on us.

We help people answer the question: "Am I going to be okay?"

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Standing Up for Your Best Interests

As fiduciary asset managers, we make a pledge to support you with honesty, integrity, competence, and diligence. It’s a pledge we live up to every day.

Meet Our Team

Comprehensive Support That’s Up for Any Challenge

We help you make confident, educated decisions about your money. And as an independent firm, we have no proprietary products to sell or sales managers with quotas. Our sole focus is finding solutions that measure up to your ever-changing needs. Below are a few of the services we provide.

Investment Management

We can coordinate your various investments, paying attention to risk and tax consequences when designing an asset allocation strategy.

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Insurance

We help determine the type of policy that best addresses your needs, then we shop around to secure a good value for you.

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Retirement Planning

We help you prepare for and enter into retirement, helping you manage risk and create a cash flow you feel comfortable with.

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Estate Planning

We stay current on all estate tax laws so you can take full benefit of what is available, helping to maximize what stays in your family.

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Building Up to Your Needs

As a second-generation firm dating back to 1963, we are in a position to help you, as well as the future generations of your family. Vic Conrad, our founder, has over 30 years of experience, offering the drive and commitment to take this journey with you. And he has added two additional, younger advisors to the PINNACLE team to help provide our historical service and financial guidance for decades into the future.

Learn Our History

Let’s Meet Up

We want to find out what you’ve been up to. Then we’ll set up a plan that keeps you moving in the right direction.

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