Getting Started

"A journey of a thousand miles must begin with a single step."

- Lao Tzu

PINNACLE Financial Strategies, LLC’s sole focus is your financial wellness.

As an independent firm, we have no proprietary products to sell or sales managers with quotas. Our single goal is to design a customized solution for your unique financial situation—one that optimizes what you have and addresses what you need to maximize your future.

The five most important issues usually addressed are:

  1. Having enough money to last the rest of your life.
  2. Designing and implementing investment portfolios that match your risk tolerance.
  3. Providing money at death, during disability, or when long-term care is needed.
  4. Planning for a smooth transfer of assets to the next generation.
  5. Minimizing taxes in accordance with IRS regulations.

To get started, we meet to gain a clear understanding of your current situation, your priorities, and your future goals. Then, as an independent firm, we provide access to a wide range of products and product providers. Through this process, we encourage interaction with your other professionals (CPA and attorney) to be certain that the concepts and strategies we work with you to implement are cohesive and aligned with the rest of your overall planning.

In the end, our goal is to see all of the pieces of your financial puzzle come together for your success.

Learn more about our step-by-step process: Client Experience.

Call us today to schedule a consultation.