Pinnacle First is a client centered firm, putting you at the forefront of the process. Just as no family or business has the same goals or values, your experience with us will be tailored for your personal needs and objectives. As a client, you will enjoy a variety of services including:

  • Personal Investment Management
  • Tailored Asset Allocation
  • Financial Risk Assessment and Management
  • Retirement Planning, Income Generation, and Tax Strategies
  • Insurance Consultation and Resources
  • College Education Planning
  • Trust, Estate, and Charitable Giving Planning
  • Health and Long-term Care Needs
  • Long Range Financial Analysis and Budgeting

Personal Investment Management

When planning for retirement, no matter your age, you should consider multiple options for your personal investment strategy. Our team provides personal investment management on all types of products and services.

Tailored Investment Approach

Fluctuations in the market may have you wondering if you should continue to leave your hard-earned money in the stock market or move into more conservative investments.

Insurance Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Retirement Income Planning

The financial realities of our world are changing. Although many retirees have income streams from Social Security and/or pension plans, others rely on their 401(k)s, personal investments and savings plans.

Late-Stage Retirement Planning

Retirement for some does not begin at the age of 65. The reasons can be endless, but for those who retire later in life, they fall into a category called late-stage retirees.