Most people think that financial planning is primarily about money management. But that’s like saying a cross-country family vacation is primarily about learning to read a map. In truth, financial planning involves deciding what kind of life you want for you and your family, and determining what decisions you need to make to get there.
Unfortunately, the financial world is growing increasingly complex, and it’s becoming almost impossible to navigate without a guide. There is little margin for error, and a single mistake can cost you and your family dearly. You have worked hard and sacrificed much to get where you are today — the last thing you want to do is waste all of it by making the wrong financial decisions.
That’s where we can help.
The Best Team in the Business
Pinnacle Advisory Group has assembled a veritable all-star team of professional wealth managers, with experience that goes well beyond what you’ll find at a run-of-the-mill firm. They’ve come to financial planning from a variety of fields: law, accounting, psychology, economics — even chemistry. While the wealth managers work with their own individual clients, they meet together regularly to discuss questions that arise with specific cases. As a result, the Pinnacle client benefits not only from the personal attention of his or her own planner, but also from the combined wisdom and experience of the entire team.
Of course, every team needs a captain, and we have the best in the industry — our Director of Research and partner of the firm, Michael Kitces. Financial Planning Magazine called him the industry’s “deep thinker,” the editors of Kiplinger’s created a retirement calculator for their readers based on his research, and in 2010, the Financial Planning Association recognized him with the prestigious Heart of Financial Planning award for his body of work (he was only 33). Michael works with our wealth managers to ensure that each of our clients benefits from his cutting-edge research and financial genius.
With our team of experts looking after your finances, you’ll no longer have to watch the market’s ups and downs, or worry that your future plans are dissolving along with the economy. You can be free to enjoy the things that really matter to you — your family and friends, a beloved hobby, a political cause, or your favorite charity.
Life is too short to spend it worrying about money. With our help, you won’t need to.