At Pinnacle, we specialize in what matters most to you. With a listen-first approach, our team of independent advisors are here to walk you through the various stages of financial planning. With a wide array of credentials and expertise, we focus on maximizing all your hard work and savings while minimizing any risks that may be preventing you from reaching your goals.
We take the time that is required to build you a custom and comprehensive financial plan. By partnering with Pinnacle, you will regain time for your family and friends, while we keep working in the background. Invest with confidence with a team that has a deep bench specializing in retirement planning, investment management, and wealth preservation for future generations.
- Business Owners – Diversify your Wealth
- Retirement Planning
- Estate Planning
- College Savings Plan
- Roth Conversions
- 401(k), 403(b), 457 Rollover to IRAs – Retirement Account Consolidation
- Taxable, Efficient Investments
- Tax-Free Municipal Bonds
- CDs, Treasuries, Stable Value Funds
- Life Insurance Review
- Annuity Review
- Wealth Transfer Strategies
- Trusts, LTC
How do we start planning? With the basics. To build a great plan, you need to have a strong foundation in place. Submit your email below and we’ll send you a link to download our retirement income planner to help you organize and assemble your net worth.
Josh Kimber, CFP®
Financial Advisor / Group Administrator
Stephen J. Fauer, CFA
Chief Investment Advisor (Pinnacle Capital Management)