Pinnacle Financial Advisors Information

Our goal as financial advisors is to help our clients secure their financial future. We are accountable to them, and they depend on us. At Pinnacle, we take this role very seriously because we know our decisions make a difference not only to our clients’ finances but also to their businesses, their employees, their families and their lives. Our effort, care, and creativity is designed to provide our clients with the confidence, direction and the capability to reach the pinnacle of their financial goals. Our independence assures a conflict-free environment, and allows us to function as our clients’ advocate in selecting what we believe are the market’s best available products and services. Our team approach provides each client with the collaborative input and collective experience of our professionals, as well as those of our strategic partners. Our compensation structure is different, thoughtfully designed to eliminate conflicts and sales pressure. Ours is an unconventional approach, and we embrace it because we know that money is not the end itself but merely a tool; the means to a much more significant end. It is the lives of those who rely on our services. For disclosures, please see our website.