Pinnacle Financial Group helps clients to protect their families and businesses by recommending life insurance policies that provide financial resources—usually tax-free—in the event of premature death. An untimely death is the one risk that immediately pushes aside retirement, college funding, home ownership, and any other plans you may have made for your family. A financial plan without adequate life insurance is no financial plan at all! That’s why we analyze your current life insurance coverage, assess potential future needs, and recommend appropriate policies. Let’s talk!
Pinnacle Financial Group is an independent firm which provides hundreds of different types of life policies from dozens of national insurance carriers. We offer term life, whole life, universal life, fixed indexed universal life, final expense and many other types—including policies to help business owners. (These can include buy-sell agreements, executive compensation plans, pension maximization plans and much more.) New permanent life insurance policies even offer the chance to borrow against cash value and use that money—usually tax-free—for any purpose as long as the policy remains in force.
Mission Statement
Pinnacle Financial Group delivers high-net worth individuals and families, seniors and retirees, business owners and entrepreneurs, and doctors and medical professionals, comprehensive solutions to help provide them with both growth and financial security. We are committed to having the best resources at hand for our team of financial advisors and wonderful clients, providing access to the most innovative, state-of-the-art solutions from a myriad of carrier partners.
Client Feedback
25
YEARS OF EXPERIENCE
1117
CLIENTS ASSISTED
100
SATISFACTION
Our Services
We are a full-service financial and insurance boutique firm that caters to high-net-worth individuals and families, physicians, business owners, and retirees. Our primary focus is on offering personalized insurance and investment solutions to help ensure your financial well-being. We specialize in life insurance, disability insurance, group health plans, Medicare, long-term care insurance, retirement planning, and business services for entrepreneurs and business owners. Here are some of the services we may provide as part of your customized strategy:
Your Planning Journey
At Pinnacle Financial Group, our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Together, we can work to build a prosperous future defined by your unique aspirations. Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain insight into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed to align with your unique requirements.
Where Financial Success Meets Peace of Mind
Contact Us
Please contact us to get started on your plan toward financial freedom!
2625 Weston Rd. • Weston, Florida 33331
info@pinnacleflorida.com
Phone: (954) 980-8189
Fax: (954) 697-0905
