ABOUT PINNACLE
Welcome to Pinnacle Financial Group – Your Boutique Investment and Insurance Partner for High Net Worth Individuals, Doctors, Business Owners, and Entrepreneurs.
At Pinnacle Financial Group, our unwavering commitment is to empower our esteemed clients to realize their financial ambitions and safeguard their assets through an array of personalized financial planning services. Led by Ricky Gonzalez, President, and CEO, our firm places paramount importance on offering comprehensive solutions that cater to your unique needs, including retirement planning, long-term care insurance planning, disability insurance planning, life insurance, and Medicare planning.
As a distinguished boutique agency, we understand that true financial management surpasses mere numbers on a balance sheet. Our objective is to become your trusted advisor, guiding you skillfully through the intricate landscape of personal finance and insurance, adopting a holistic approach every step of the way.
Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain valuable insights into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed explicitly to align with your unique requirements.
But our commitment doesn’t end there. We acknowledge that wealth and finances carry profound significance in your life. Hence, we take the time to forge a personal connection with you, gaining a profound understanding of how money and asset protection intertwine with your broader life objectives. This enables us to guide you towards financial choices that resonate with your deepest values and long-term visions.
At Pinnacle Financial Group, we believe in serving you as a whole person, far beyond a mere representation on a balance sheet. Our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Entrust your financial fortunes to us, and together, we will build a prosperous future defined by your unique aspirations.
OUR SERVICES
Retirement Planning Strategies: Pinnacle helps clients to plan for their retirement by developing customized strategies based on their individual needs and goals. This includes reviewing current retirement plans, analyzing income sources, assessing retirement lifestyle needs, and recommending investment strategies to ensure adequate retirement savings.
Long-Term Care Insurance Planning: Pinnacle helps clients to plan for potential long-term care needs by recommending long-term care insurance policies that provide financial protection for healthcare expenses related to aging, chronic illness, or disability.
Disability Insurance Planning: Pinnacle helps clients to protect their income and financial well-being in the event of a disability. We recommend disability insurance policies that provide income replacement in case the client becomes unable to work due to illness or injury.
Life Insurance: Pinnacle helps clients to protect their families and businesses by recommending life insurance policies that provide financial support in the event of premature death. This includes analyzing current life insurance coverage, assessing potential future needs, and recommending appropriate policies. We specialize in the use of Life Insurance in the Business. We help fund and set up Buy Sell Agreements, Executive Compensation Plans, Pension Maximization Plans and much more!
Medicare Planning: Pinnacle also helps clients to navigate the complex world of Medicare by providing guidance on plan selection, enrollment, and coverage options. They also provide ongoing support to ensure that clients have access to the healthcare services they need.
Overall, Pinnacle Financial Group, Inc. provides comprehensive financial planning services that are tailored to the unique needs and goals of their clients. We strive to help clients achieve financial security and peace of mind by providing expert guidance and support.
MEDICARE
MEDICARE
LIFE INSURANCE
LIFE INSURANCE
LONG-TERM CARE
LONG-TERM CARE
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