We Do the
Heavy Lifting
Our process includes two primary categories: Financial Planning and Investment Management. Pinnacle Family Advisors brings you the guidance and insight of how it “all works together” — managing investments for you. As a fiduciary, we allocate the investment mix and pick what is in your best interest and continually monitor those selections.
No matter what your priorities are, it’s important we follow a disciplined process to identify your goals and potential financial solutions. This is the best way to approach financial security and to create peace of mind.
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Discover
We’ll team up to identify and prioritize your financial goals.
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Gather Data
Your current financial standing guides every step.
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Analyze & Recommend
A financial solution for your goals is crafted.
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Implement
When ready, we’ll put your plans into action.
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Periodic Review
Success is measured and plans adjusted accordingly.
You Have Questions, We’re Here to Answer Them
Fiduciaries are legal entities that are ethically and legally responsible to act in the best interest of the party they represent, in this case our clients. The vast majority of financial planners and stock brokers are NOT fiduciaries. We take this responsibility to heart so that you can trust that your interests are top priority.
Investment management consists of developing an investment approach with a client based on their goals and risk tolerance. Then, it’s implemented through regular monitoring of invested assets.
Financial planning includes investment management, but it is only a fraction of what it entails. The breadth of financial planning looks at your whole financial life, from cash flow and budgeting to insurance, estate planning, debt, and tax planning. After forming your plan, we are able to form a tailored design that goes far beyond investment management and assures that every piece of your financial life is working in tandem to move you toward your life goals.
For years, we have worked with clients in other states and even other countries. Modern technology makes it simple to communicate, send securely signed documents, and use encrypted emails for more sensitive information. Many clients have found video portfolio reviews to be convenient as well.
The short answer is no. Investing and planning for your retirement is something everyone should do, regardless of your income. Planning earlier in life makes it much easier to turn goals into reality. We want to work around your lifestyle so you can enjoy your time today and in the future.
Our philosophy has always been to make financial and retirement planning as easy and convenient as possible for our clients. To that end, we’ve brought together the best professional resources to help cover all your bases. In our offices, we have access to CPAs and an estate attorney.
As a group, we can cover:
- Financial planning
- Investment management
- Retirement planning
- College/family financial planning
- Estate planning
- Life insurance
- Tax planning
- Personal finance consulting
- Business formation
- Legacy planning
While you aren’t required to use any of these services, we encourage you to take your first step toward developing a comprehensive financial plan for your life. At Pinnacle Family Advisors, we structure our office to be the best place to get most, if not all, of your financial questions answered clearly. Contact us so we can get to know each other soon.
We are always eager and open to answer questions you have and give space to explore where you’re at. You are welcome to schedule a phone call, video chat, or in-person meeting with us to find out more about our process. Contact us today.
Financial Freedom Starts Here.
You have so much to gain— get in touch with Pinnacle Family Advisors and take the first step towards financial peace of mind.
