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SERVICES AND AREAS OF EXPERTISE

Cheerful Seniors
Stock Market Chart
Reaching a Deal
Investment and Family Estate Planning*

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  • Help to organize your financial situation.

  • Help to formalize your goals and put them in writing for you.

  • Help you to prioritize your financial opportunities and set realistic goals.

  • Aim to offer recommendations that can help to maximize your portfolio.

Investment Review and Monitoring
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  • Review your investments in your company 401(k) or 403(b) plans. *

  • Provide Rollover IRA accounts for tax-free rollovers of funds from former employers and retirement plans.*

  • Review your existing IRAs, annuities, and life insurance.*

  • Prepare an asset allocation to help you achieve the best rate of return for a given level of risk tolerance.

  • Ongoing due diligence on money managers and investment managers in order to help make appropriate recommendations.*

  • Provide assistance by trying to help you improve your security investment performance.*

  • Work with your tax and legal advisors to help you with your financial goals and commitments.

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Personal Relationships with our clientele

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  • Proactively keep in touch with you.

  • Make sure that Pinnacle Advisory Group, LLC provides excellent service at all times.

  • Welcome referrals from clients.

  • Remain only a telephone call away to answer financial questions for you.

  • Help to educate you on retirement issues.*

  • Maintain strict confidentiality with your financial information.

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