The Pinnacle Financial Group uses a disciplined process in investment management.
Investment Objectives and Constraints
The most important part of the process is getting to know you, understanding your goals, and assessing your tolerance for investment risk.
After assessing your goals, we’ll work together to decide how to allocate your assets among stocks, bonds, real estate, cash, or alternative investments.
Once we arrive at the proper allocation, the next step is to choose the appropriate investments and investment managers for your portfolio.
Investment options will be reviewed with you. Once we agree on the course of action, we will implement your portfolio.
Monitoring and Reporting
We monitor your portfolio for investment results, progress toward your goals, and adherence to the asset allocation strategy.
Life, disability, and long-term care insurance products are critical to your financial security.
Life insurance can help protect your overall financial plan, your way of life, and the ability to pursue your goals even when the unexpected happens. We’ll tailor your plan to help minimize the threats to your wealth.
Most people have long-term disability coverage through their employer. Benefit limitations and policy provisions, however, can make this coverage insufficient. We’ll review your policy and help you better understand your coverage. We have access to major disability carriers and can help you find the most competitive policies.
Long-Term Care Insurance
The rising costs of nursing home and home health care services impacts many families. With the myriad of long-term care insurance options available, we can help evaluate and place the best coverage for you.
Fixed insurance products and services offered by the Pinnacle Financial Group.
We can help our clients retire comfortably and maintain their lifestyle.
With earlier retirement ages and increased life expectancies, your retirement could span decades. We’ll help you determine how much you need to save and invest through your working years to help meet your retirement objectives. In retirement, we help you position your assets to provide needed cash flow today and for many years in the future.