Our Philosophy

Navigating through the numerous financial decisions you need to make during your lifetime can be daunting. Thus, having a trusted financial professional that has been there before, at your side, can make the ride less stressful.

With continuous changes in the tax laws and market conditions, and new financial tools being introduced seemingly on a daily basis, it’s difficult to have any confidence that you are making the best decisions regarding your money.

PINNACLE Financial Strategies, LLCpartners with you to custom-design potential solutions based on your valuescomfort levelcurrent situation, and time horizon. Using sound financial concepts and strategies, we look to coordinate all of your financial affairseven those we do not directly manage, so that you have some confidence knowing that one part of your financial world is not counterproductive with another.

Our philosophy is simple:

  • Understand your fears and dreams

  • Custom-design solutions to get you to where you want to go (and how you want to get there)

  • And monitor our progress along the way, making adjustments as warranted.

You are encouraged to ask questions. If you don’t understand something, we will take the extra time needed to explain it to you. If you’re not certain about a particular investment or insurance product, we’ll explain why we think it would either work well for you or do you more harm than good.

As an independent firm, we have the freedom to select from a large universe of potential solutions. Whether you are looking to save and invest for retirement, preserve what you have already accumulated and pass it along to the next generation, or pay college education costs for your children or grandchildren, chances are we have the expertise to do the planning, as well as the access to the financial tools needed to help you pursue your goals.