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Strategic Business Services

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Business planning services offered through Pinnacle Financial Group can help entrepreneurs take control of their business and their future by addressing key issues, including employee benefits, executive compensation, succession planning, cash flow and financial management. Having a plan in place may help provide the added stability you seek during periods of economic uncertainty.

The advisors at Pinnacle Financial Group have more than 12 years of experience in qualified and non-qualified retirement plan investment education and support. We have assisted many companies struggling to adapt to rapidly changing legislative and regulatory environment, providing the objective information required to make confident decisions for their businesses and employees.

The Pinnacle Financial Group advisors provide tailored strategies to companies of all sizes. With more than 22,000 mutual funds and 6,000 professional money management firms, we know it can be daunting task to select appropriate investment options for your defined contribution and /or defined benefit plans. With access to sophisticated investment tools and comprehensive research, we are able to examine a broad range of providers , providing you with detailed reporting and comparisons. In addition, we can assist you with thorough review of your investment policy statement and help you maintain 404(c) compliance.

Our employee education retirement seminars have been well received by plan sponsors and their employee, helping to boost important metrics including participation and deferral increase, and improve asset allocations across the plan.

  • 401(k), 403(b) and other corporate sponsored retirement programs
  • Defined benefit plans
  • Non-qualified executive compensation plans
  • Investment policy statement reviews
  • 404(c) assistance
  • Health insurance*
  • Disability insurance*
  • Group life insurance

Asset allocation does not ensure a profit or protect against a loss.

*Not affiliated with LPL.