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Our Services

At Pinnacle Financial Group, we provide independent, objective financial planning and investment management services to help you achieve your lifetime goals.  We take a multi-disciplinary approach to financial planning, offering comprehensive solutions from investments to taxes to retirement and estate planning.  

Please take a moment to learn more about our core services by selecting a link below. Find out what makes us different from the rest. 

Investment Management

We follow a disciplined approach to Dynamic Asset Allocation, structuring broadly diversified portfolios that consider your unique financial goals, risk tolerance, and the changing market environment.

Retirement Planning

We can reduce some of the anxiety of planning for retirement and help you define a path to the kind of retirement you dream about.

Estate Planning

Your assets are the product of years of hard work. Proper estate planning provides for effective preservation and transfer of your wealth.

College Planning

Every parent is worried about how to pay for college. We help determine how much to save for college and help you find the most tax-efficient funding solutions, such as 529 college savings plans.

Divorce Planning 

The financial ramifications of divorce can be devastating. We help you assess your financial needs and the impact of your choices.

Risk Management 

Protecting your assets requires planning for the unexpected. We will guide you in determining appropriate levels of insurance.

Business Planning 

We can help you analyze different retirement plan options, offer group life, health and disability insurance benefits, assist in business continuation planning, and structure buy/sell or key person agreements.

Tax Planning 

Effective tax planning can help reduce Uncle Sam’s bite, helping preserve your assets for those you love.
 

© 2018 Pinnacle Financial Group, LLC | 823 Burlington Avenue, Western Springs, IL 60558 | All rights reserved
P: (708) 246-6262 | F: (708) 246-6288 jeanne@mypinnaclefinancial.com |
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Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.  NOT INSURED BY ANY STATE OR FEDERAL AGENCY.