Our Services

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Running a business means thinking about risks that most people never consider. The Pinnacle Financial Group team helped us identify vulnerabilities within our organization and implemented strategies such as Key Person Insurance and a Buy-Sell funding structure for our partners. Their approach was thoughtful, educational, and very strategic. Instead of selling products, they helped us build a financial protection framework for the long-term stability of the business.

— Jennifer Lawson, President & CEO, LJ & Associates, Fort Lauderdale, FL

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We were looking for ways to retain key executives while also improving long-term planning for the company. Pinnacle Financial Group introduced us to executive compensation strategies that aligned incentives for our leadership team while also providing meaningful retirement benefits. Their team took the time to understand our corporate structure and goals before recommending any solutions. The level of professionalism and planning expertise they brought to the table was exactly what we were looking for.

— Michael Patel, CEO, Technology Consulting Firm, Miami, FL

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After the birth of our second child, my husband and I wanted to make sure our family would always be protected financially. Ricky Gonzalez helped us design a life insurance strategy that not only protects our family but also supports long-term financial planning. He walked us through several options and explained the differences clearly without pushing any particular product. His guidance gave us confidence that we made the right decision for our family’s future.

— Dr. Ana M., Pediatrician, Coral Gables, FL

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As physicians, our most valuable asset is our ability to earn an income, yet many of us overlook protecting it properly. Ricky Gonzalez at Pinnacle Financial Group helped me review my existing disability coverage and showed me significant gaps I didn’t realize were there. He structured an Individual Disability Insurance policy that protects my specialty income and includes future purchase options as my career grows. The process was extremely thorough but easy to understand. I now have peace of mind knowing my family and practice are protected if something unexpected happens.

— Dr. Michael A., Orthopedic Surgeon, Fort Lauderdale, FL

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When we expanded our medical practice, we realized our employee benefits were outdated and not competitive. Pinnacle Financial Group conducted a full benefits review and helped us redesign our group benefits package including health, disability, and voluntary supplemental plans for our staff. The new structure not only improved employee satisfaction but also helped us attract better talent. Ricky and his team understand the unique needs of medical practices and approached everything from a strategic business perspective.

— Dr. Stephanie K., PCP and Practice Owner, Weston, FL

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Like many physicians, I focused heavily on my practice and retirement accounts but hadn’t explored advanced planning strategies. Ricky introduced me to executive compensation concepts and tax-advantaged planning strategies that complement my 401(k) and traditional retirement savings. Through Pinnacle Financial Group, we structured a strategy that helps me accumulate assets more efficiently while also providing protection for my family.

— Dr. David R., Cardiologist, Boca Raton, FL

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As our company continued to grow, managing employee benefits became increasingly complex. The team at Pinnacle Financial Group stepped in and completely restructured our benefits strategy. They helped us implement a competitive group health plan along with voluntary benefits that gave our employees additional protection without dramatically increasing our costs. What impressed me most was how organized and responsive their team was throughout the entire process. They truly act as an extension of our leadership team when it comes to benefits planning.

— Orlando Gomez, Owner, Medley Steel & Supply, Miami, Fl.