Our Wealth Planning Process

At The Pinnacle Financial Group we have developed a personalized wealth planning process to help you live the life you envision in retirement and pass on your legacy to future generations.

We begin by taking time to understand your values, your investment history and your risk tolerance. Then we create a blueprint of your current financial situation and offer a wide range of strategies that seek to maximize gains in rising markets and minimize losses in market downturns. Once you fully understand and are satisfied with the strategies we recommend, we take great care to implement your plan, we also work in close communication with you to review and monitor your plan over time to ensure your needs are being addressed.

OUR FIVE-STEP PROCESS GUIDES YOU ALONG THE PATH TOWARD FINANCIAL INDEPENDENCE, ENSURING YOU CAN PURSUE YOUR GOALS WITH CONFIDENCE.

DISCOVERY

We take the time to understand your financial objectives. Gaining a firm understanding of your current situation and future goals is important to the overall success of the financial strategy we develop. We listen carefully to discover your needs, determine your risk tolerance and begin to identify the proper path for your unique circumstances.

INFORMATION GATHERING

We gather all of your financial information to view your full financial picture. We share our findings with you and recommend strategies you are comfortable with and that are aligned with your vision for the future.

STRATEGY DEVELOPMENT

We develop comprehensive strategies. After we analyze and assess your current financial situation, we educate you on the marketplace and potential strategies that can help you work toward your objectives.

IMPLEMENTATION

We implement thoughtful and creative strategies. Once you are satisfied with the path we recommend, we begin to implement customized strategies, tailored to your objectives and drawing from a wide selection of dynamic products and services.

ONGOING SERVICE

We provide timely, ongoing service. We regularly review your situation and progress toward goals to help ensure your financial objectives are being addressed.