With over 25 years of industry experience, Pinnacle Financial Group can provide business owners and entrepreneurs a comprehensive suite of benefits tailored to meet the diverse needs of your workforce. Our services include employer-paid benefits alongside group supplemental health, disability, and life insurance. We also offer an exclusive benefit analysis report to help you identify and address the unique needs of your employees, ensuring that they receive the support and coverage they deserve. Group benefit plans can help you attract and retain top talent. Let’s talk!
As a business owner, you can provide these benefits to employees, or offer them as menu items at an additional cost. With healthcare costs on the rise, it’s never been more important to offer supplemental benefits. We work with a variety of carriers, including AFLAC and combined insurance. We offer final expense, accident insurance, hospital indemnity, critical illness, cancer, short-term and long-term disability coverage, GAP insurance, retiree medical insurance, and executive health insurance. We also offer executive compensation plans, pension maximization plans and many other business strategies.
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
