Pinnacle Financial Group has 25 years of experience helping business owners and entrepreneurs with group benefit plans, as well as business services that can help them protect the organizations they’ve spent a lifetime of effort building. We can put life insurance in place to protect their families, as well as provide cash in the event of the unexpected loss of the owner and/or key person/s.
Whether you want to retire and sell your business someday, leave it to your family members, transfer ownership to employees, or keep working your whole life, we can help with business valuation services and more. In fact, the business uses of life insurance are many, including buy-sell agreements, executive compensation plans, key man insurance and more. Let’s talk!
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
