Key Business Competitors

All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Actionable Strategies is a boutique consulting firm with a unique perspective of solution offerings and thought leadership. We specialize in key items on the executive agenda and solutions that drive performance improvement, lower total costs and manage risk. By applying best practices and cross industry experience, we enable our clients to formulate winning strategies and execute them effectively. Our practitioners have proven themselves in business strategy, globalization, alignment, turnarounds and M&A. They have created the operational organizations, processes and technologies to provide competitive advantage, market agility and global scale. Our approach combines agility with full project lifecycle/proven delivery methodology to ensure the most efficient delivery of an optimal solution. By applying experience with a variety of disciplines including Lean, Six Sigma and Agile, we are able to lower the total cost profile and not sacrifice quality or throughput for lower unit cost. Based in New York City with correspondent offices in China, the firm’s team has delivered hundreds of successful engagements globally. Our strategic alliances also enable us to execute projects in all major business cities.

At Monarch Financial Consulting, we are in the business of helping people reach their goals. Individuals and families in every stage of life depend on us to provide a clear path toward wealth independence and peace of mind. Founded in 1979, Monarch Financial Consulting is a family-owned and operated wealth planning firm located in Peoria Heights, Illinois. Individuals and families spanning multiple generations rely on our experienced professionals to deliver independent advice and custom-tailored guidance. A strategic partnership with our team means that your comprehensive planning needs will not only be met, but exceeded. It means that a trust-based relationship will be formed and fostered, so that you may reach your personal and financial goals with the utmost confidence. From core investment management, to general financial planning, to comprehensive wealth management - our expansive suite of services will support you in all stages of life. With objectivity and understanding, Monarch Financial Consulting can help you: Throughout your life, you will encounter many peaks and valleys. Wherever you happen to be on your personal journey, a long-term partnership with Monarch Financial Consulting will guide you toward the achievement of financial wellbeing and success. Give our office a call to learn more about how you can save for the future, retire on-time, and potentially enjoy a life free from financial hardship.