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Our Services

Pinnacle Financial Group

Financial Advisors at

Pinnacle Financial Group

We are recruiting independent financial advisors and insurance agents across the nation to be part of our Pinnacle Financial Group team. If you are a solo producer or an agency owner who needs access to top compensation, true independence, Day 1 vesting, as well as help understanding annuities and life insurance policies for people with high net worth, don’t hesitate to contact us. We can also train you in Medicare, including both Advantage and Supplemental (Medigap) plans.

Although our headquarters are in Florida, we can also work with advisors in other states. In fact, we offer amazing back-office support for advanced markets, helping you provide solutions for business owners as well as high-net worth families with complex estates. If you feel you can do more with your book of business by helping your clients with any of the ancillary products we offer, please don’t hesitate to reach out to us at (954) 601-9555.

SCHEDULE AN APPOINTMENTCONTACT US
(954) 601-9555

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

“

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
“

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
“

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
“

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

— Debbie Larsen
“

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 Berrio
“

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

— Kim Dugan

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:

Retirement Planning

Choose Pinnacle Financial Group for personalized retirement guidance with a focus on protecting your assets and generating reliable income. Our goal for you is a stress-free retirement journey, and helping you live the lifestyle of your dreams.

Life Insurance

A financial plan without adequate life insurance is no financial plan at all. Today’s life policies can provide multiple benefits to both individuals as well as business owners, and permanent policies can even be useful in retirement.

Medicare Planning

Choosing the right Medicare plan is crucial for optimal healthcare coverage, cost savings, and peace of mind once you reach age 65. As a Medicare brokerage agency, we offer different types of plans from multiple insurance carriers.

Long-Term Care/Disability

Long-term care and disability planning is crucial because it can help individuals prepare for the potential need for assistance with activities of daily living due to aging, illness, or injury.

Group Benefit Plans

We provide a comprehensive suite of group benefits tailored to meet the diverse needs of your workforce. And we offer an exclusive benefit analysis report to help you identify and address the unique needs of your employees.

Business Services

For businesses, we provide group benefit plans for employees, but we also offer strategies to help you attract, compensate, and retain key people. We can also help you plan for your own retirement with succession planning.

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.

SCHEDULE AN APPOINTMENT
1

Initial Consultation

Engage in a thorough discussion to understand your financial goals, concerns, and retirement aspirations.
2

Comprehensive Analysis

Conduct a detailed assessment of your current financial situation, including assets, liabilities, income, expenses, and risk tolerance.
3

Customized Planning

Develop personalized retirement strategies tailored to meet your unique needs and objectives.
4

Plan Implementation

Collaborate to choose suitable guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection options.
Where Financial Success Meets Peace of Mind

Contact Us

Please contact us to get started on your plan toward financial freedom!

SCHEDULE AN APPOINTMENT

2625 Weston Rd. • Weston, Florida 33331
info@pinnacleflorida.com
Phone: (954) 980-8189
Fax: (954) 697-0905

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