Financial Planning



Pinnacle Trust takes a customized approach to meeting your financial planning needs. Through proven approaches, we help you review your tax situation, minimize financial risk, address your investment goals, consider your legacy, and plan for your future retirement.

Financial Planning is an intuitive process that is designed around the specifics of your life. An effective financial plan will grow and change, just as you adapt to meet life’s challenges. Our approach to financial planning helps you to see beyond immediate financial concerns, so you can achieve financial security and stability for you and your loved ones. To this end, we start by understanding your personal vision of financial wellness. "What does success and the ideal life mean to you?" This personalized approach helps us to put your life’s common challenges into perspective, so we can create a financial plan that is both flexible and adaptable to any changes in your life’s journey.

A successful financial plan is one that leverages comprehensive solutions. We address risk management, tax planning, retirement and estate planning, investments, and saving for large life events, such as the cost of a wedding, second home, or a college education. Through a comprehensive financial management approach, we can evaluate your insurance needs and collaborate with your attorney and CPA to implement tax and legal strategies that will benefit you.

One of the foundational pillars to wealth management is the ability to remain organized. To help clients achieve this imperative building block, we have invested in secure and robust technologies that are designed to keep you informed about the status of your accounts. Asset balances are updated daily. Our innovative technologies enables the seamless collaboration of Pinnacle Trust advisors and you, our client, in real-time.

A business owner’s personal life and business life are intricately connected. We examine the integration of these two entities to create a wealth management solution that is tailored to each stage of your personal and business development. Our comprehensive wealth management solution for business owners includes a wide-range of specialized services, including:

  • Employee Benefits including Pension, Profit Sharing, 401k Plans
  • Life, Disability, or Long Term Care Insurance
  • Executive Compensation
  • Buy-Sell Agreements
  • Business Continuation
  • Business Succession