A comprehensive approach to your financial wellness.
At PINNACLE Financial Strategies, LLC, we are committed to being a trusted partner in your journey toward financial wellness. We help you get where you want to go, regardless of where you are or where you started.
As an independent wealth management firm responsible for coordinating investments and insurance with care and integrity, we are qualified to help you sort through the facts, examine your options, connect you with other professionals, and help you implement the solutions now and throughout your journey.
People just like you have entrusted us with over $140,000,000 (as of September 30, 2021) of their hard money placed under our direct stewardship. Leaning on us to proactively manage that money on a tax-aware basis while keeping an eye on reaching the goals set out for that money (retirement, college education, helping the next generation, philanthropic desires, etc.).
From investments to insurance, retirement to college education, transferring your estate to the next generation, or leveraging your charitable gifts, we look forward to working with you on a custom-designed solution.
OUR PLEDGE TO YOU:
- We will act with honesty, integrity, competence, and diligence.
- We will put your best interests first.
- We will exercise due care in all that we do.
- We will maintain confidentiality and protect the privacy of your information.
- We will be transparent regarding fees and charges.
Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.