OUR MISSION

At Pinnacle Financial Group, Inc. our mission is clear: to empower our valued clients in making informed and intelligent investment and financial decisions. We strive to achieve this through unwavering commitment to integrity, trust, and personalized service, building enduring professional relationships along the way. Our core objective is to offer holistic and comprehensive advisory services, tailored to the unique needs and aspirations of each individual we serve.

With a rich legacy of over 25 years of experience in the field of Retirement planning, we have witnessed the significance of proper Medicare Planning firsthand. Recognizing the critical role health insurance plays in safeguarding one’s financial security during retirement, we ventured into Medicare Planning services. Our motivation stems from the realization that health insurance is often overlooked or underestimated, which can have severe repercussions on an otherwise well-structured Retirement Plan.

At Pinnacle Financial Group, Inc. we believe that a sound Retirement Plan must encompass a thoughtful consideration of both financial and health aspects. By incorporating Medicare Planning into our service offerings, we aim to fill the gaps and provide our clients with a comprehensive approach to secure their retirement years. We are dedicated to assisting our clients in navigating the complex world of health insurance, ensuring they are well-prepared for any unforeseen health-related expenses.

Our team of experts is driven by a shared passion for empowering individuals with financial wisdom and the peace of mind they deserve. With a client-centric approach at the core of our values, we strive to be the partner you can trust and rely on for all your investment and financial needs. As we look ahead, we remain committed to furthering our expertise and expanding our services, always staying ahead of the curve to address emerging challenges and opportunities.

Together, let’s embark on a journey of financial prosperity, where your dreams and aspirations are at the heart of every decision we make. At Pinnacle Financial Group, your future is our priority, and we are dedicated to making it a brighter and more secure one.

OUR MISION

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services.

With over 25 years of experience specializing on Retirement, we branched out to include Medicare Planning, as we noticed health insurance was not being prioritized the way it should. Health Insurance is an expense that, if not planned properly, can deteriorate any sound Retirement Plan!

RICKY GONZALEZ, CEO

In 1999, Ricky decided to start his career as a Financial Advisor and Stock Broker. He started with a great company called AXA Advisors, and quickly became one of the top producers of the Miami Agency.

He worked with wealthy business owners in the steel manufacturing and wholesale industry, as his father was the owner of one of Miami’s biggest structural steel manufacturers in the South Florida area.

His quest for success lead him to gain more experience and later became a Qualified Plan Specialist to help the small – medium sized businesses set up their 401k, simple IRA’s, in-house financial structures and many more.

CLIENT FEEDBACK

Ricky Gonzalez provides exceptional service. He exceeded my expectations. Very professional, always on time and available to answer all questions. I highly recommend him!

Kim M. Dugan, CIHC, INHC

Ricky helped me with a Medicare supplement cycle. He was such a pleasure to work with and very caring. I highly recommend him to anyone who has Insurance needs.

Debbie Larsen

Ricky Gonzalez is a blessing. He was referred to me by a co-worker and I have been extremely grateful for his knowledge, experience and sincerity. I’m in my second year leaning on his expertise and without a doubt, I’ll will rely on Ricky/Pinnacle for any future decisions. He is like extended family.

Chris Presley

Mr. Gonzalez will go out of his way to make sure his customers understand every detail of the medical insurance. That you are signing up for 👍 I will definitely recommend him to anyone looking for a medical insurance.

Nidia Berrios

Every detail related to health is very important. That is why the orientation and help to select the best insurance based on your needs is very important. 100% satisfied with the professionalism and passion that Ricky puts into his work.

Mildred Morales

Working with Ricky Gonzalez has been a pleasure. He constantly follows up, meets you at your place of business or home if you need him to. The whole process went smoothly. I would do business with him again.

NC Ranshaw

Rick was very informative and detailed and helped me tremendously to find the right insurance plan. Would highly recommend him and will be using him in the future.

Maura Hertzog

He opened his agency Pinnacle Financial Group of Florida, Inc to become a Boutique Insurance and Investment shop for Retirees, High Net Worth Individuals, Business Owners and Doctors.

Pinnacle Financial Group has become one of the best in industry by providing state of the art Investment Products, Retirement Strategies, Medicare Options, Disability, and Asset Based Long Term Care Planning as well as am expert on the uses of Life Insurance policies for both Individuals and Businesses alike.

We specialize in the use of Indexed Universal Life Insurance policies to create, maintain, and distribute generational wealth. Utilizing Living Benefits embedded in these plans, we can help you decide what’s the best course of action, given your specific needs and circumstances.

Contact us today. We will make sure you understand your needs, but more importantly, how to handle and mitigate your risk!