Pursuing financial goals is comparable to climbing a mountain. As you begin it can appear that working towards these goals is unobtainable. Once you embark on your voyage and put in consistent effort, you can work towards amazing things. At Pinnacle Planning we aim to be the guide to move our clients through this process, coaching them along the way. We work towards great results by providing education, coaching, encouragement and advice to help reach the PINNACLE.
We begin by learning all about our clients and their life goals and dreams. We find out where they currently are in regard to achieving those goals and dreams. Then we put a plan in place to ensure out client is on pace to achieve their goals. We partner with our clients throughout their life to advise, guide and assist along the way, altering the plan as we go. We also believe in putting protections in place to help ensure we are not blindsided by an unforeseen obstacle. We also guide clients in areas of tax planning, estate planning and cash flow management. We do all of this as smoothly as possible so our clients can have confidence knowing they have someone on their side working for them.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.