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Why Pinnacle

Credentials and Experience

Each of our partners has over 25 years of industry experience and has been designated as a Certified Financial Planner and/or Chartered Financial Analyst. Our experience is primarily analytical, in research and investment management, NOT SALES.

Independence and Ethics

Pinnacle is an independent Registered Investment Advisor regulated by the SEC. We have a legal, fiduciary obligation to place our clients’ interests ahead of our own. Many other  brokers/advisors do not have the same fiduciary obligation.

Fee-based Advisors Not Commission Salespeople

We don’t profit when you buy or sell financial products, allowing us to provide independent, objective advice. In many cases, we save clients money by reducing or eliminating hidden mutual fund or 12b-1 fees.

Holistic Advice

We take a multi-disciplinary approach to financial planning, offering comprehensive solutions for your total financial well being - from investments to taxes to retirement and estate planning.

Dynamic Asset Allocation

Using modern portfolio theory techniques, we structure and optimize your portfolio based on your unique situation and risk tolerance. We follow a disciplined approach to dynamic asset allocation that reflects the changing market environment.

Trust and Peace of Mind

Planning and the utmost confidence in your advisor can provide peace of mind. We want to be your financial partner for the long run. To earn that right, we know we must earn your trust.
 

© 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.