You've worked hard to achieve your success.  Let us help you put those successes to work for you with comprehensive financial strategies.

We are committed to building long-term relationships with our clients to help them pursue their personal, business and financial goals.

Whether it is creating a comprehensive investment and financial plan, your retirement plan, or plans for your business to succeed into the next generation, we develop strategies with an emphasis on long-term relationships.  Our relationships are based on integrity, quality and responsiveness to your individual needs.

Investment Strategies*

A long-term investment strategy begins with a clear understanding of your tolerance for risk.  That is why we listen closely to your needs and concerns, and help deliver strategies consistent with your investment objectives, time horizon and comfort level.  We recognize the commitment and responsibility we undertake when we provide investment advice.  We hope to provide quality investment services, based on your personal risk analysis and asset allocation survey, to help ensure your strategic investment plan truly aligns with your personal goals.

Financial Planning Services*

We are committed to the financial planning process.  We help you develop comprehensive written financial plans including formal recommendations which you, in turn, can share with your other legal and tax advisors.  This plan will help you identify your goals and objectives, provide current and projected summaries and a detailed examination of your net worth, income & cash flow, asset allocation, college funding, insurance plans, along with your estate and business succession needs.  It can demonstrate a year-by-year progress toward your retirement or other goals and will help simplify your life and allow you to gain control of your financial future.

Retirement Plans

Through our various affiliations, we help provide full services for qualified retirement plans, including plan design and administration. 

Business Succession Strategies

Working with your other professional advisors; attorneys and accountants, we design, implement and provide funding alternatives to reward those individuals who are vital to your business success today and in the future.  We help you develop and implement strategies consistent with your goals to protect your success against the loss of a key employee due to premature death, disability or long term care needs.  We help you put in place succession plans designed with your long-term financial objectives in mind.  Our goal is to develop plans which have the potential to let you know your business, which you worked so hard to build, will be there for many tomorrows.

*Securities and investment advisory services offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Pinnacle Financial Associates is independent of Equity Services, Inc.