Individual Client Services

As an individual investor, have you recently asked yourself the following questions?
 
  • Do I have a written financial/retirement plan or investment strategy?
  • Have I identified important financial goals for my family and/or myself?
  • Have I planned for my child/children’s college education?
  • What lifestyle changes do I anticipate in retirement? 
  • Have I considered how long I and/or my spouse am/are likely to live in retirement?
  • Do I understand the impact of inflation on my long-term purchasing power?
  • Am I maximizing qualified plan contributions?
  • What steps have I taken to plan for my estate?
  • Have I recently reviewed my insurance coverage?
The Pinnacle Group assists you in developing customized financial solutions to these types of questions and more. Our knowledgeable team keeps your investment goals in sight as we assist you in reaching your financial pinnacle. 
 
As an Individual Client of The Pinnacle Group, we can assist with your financial goals in the following manner:
 
¨       Comprehensive Planning
o        Prioritizing your values and goals
o        Creating a plan for financial success
o        Identifying and reducing risks to your financial future
o        Capturing and helping preserve your four quadrants of wealth:
v      Financial
v      Intellectual
v      Heritage/Values
v      Civic
o        Managing your financial life
 
¨       Investment Management
o        Determining the amount of risk you should take
o        Developing a strategic plan for your money
o        Objectively selecting the right investment options
o        Re-balancing and realigning your money with your goals
o        Protecting you from emotionally-driven decisions
¨       Insurance Strategies and Design
o        Protecting your family
o        Securing your income
o        Preserving your estate
¨       Retirement Planning/Coaching
o        Crafting your vision of retirement
o        Determining when the time is right
o        Rolling over your retirement plan
o        Creating your new paycheck
o        Helping ensure your income lasts a lifetime