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:
Who We Serve
Pinnacle Financial Group. provides comprehensive financial and retirement planning services that are tailored to the unique needs and goals of each client. Nothing we do is cookie-cutter. We strive to help clients achieve financial security and peace of mind by providing expert guidance and support.
For high-net worth individuals, our advanced planning solutions can help you with wealth building and tax mitigation now, as well as helping you pass on tax-advantaged wealth later through the generations. If you own a business, we have even more solutions.
Seniors and retirees face many time-sensitive decisions, including when to file for Social Security and which Medicare plan to choose when they turn 65. Importantly, how can you ensure you won’t run out of money at some point, especially if you require long-term care?
Business owners and entrepreneurs may want to retire, or work forever. In any case, they must protect the business they’ve worked so hard to build while retaining key employees. We offer an array of business services and succession planning strategies to help. Let’s talk.
Doctors and medical professionals face an array of risks that should be planned for properly. Today’s insurance products can provide multiple benefits to protect medical professionals’ income and families should adverse life events occur. Call us as soon as possible.
Client Feedback
25
YEARS OF EXPERIENCE
1117
CLIENTS ASSISTED
100
SATISFACTION
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
