Financial Planning

Financial Planning

Planning for your financial independence is critical in today's world whether you are just beginning to accumulate wealth or already have a substantial net worth. At Pinnacle, we believe the act of planning is as beneficial as the plan it produces. The act of gathering information, deciding priorities, making decisions, and mentally committing to success moves you toward your financial goals.

Our financial planners will first want to learn about your current financial status, your goals, concerns and risk tolerances. Once we understand your current situation and where you want to be, we'll pull together a team of advisors who will create a plan customized for you.

Why have a comprehensive financial plan? Many people already have existing legal and tax advisors who have provided some planning, such as wills, trusts, business agreements, retirement plans, etc. Pinnacle's role is to "quarterback" a total financial plan that aligns all of your tax, legal, and financial needs. We will work in concert with your CPA, attorney, investment advisor and insurance agent in formulating and executing your plan.

The end result is a comprehensive written document combining your objectives with our observations, recommendations and alternatives. Depending on your need and interest, your plan may include all of the components below or just some.

  • Estate planning
  • Investment planning
  • Education planning
  • Employee benefits
  • Retirement planning
  • Pension planning
  • Charitable gifts and legacy planning
  • Insurance planning
  • Business succession planning

Once your initial plan is complete, a variety of Pinnacle professionals are available to help you implement the plan. An important part of implementation is monitoring performance, making adjustments needed and making updates as your life and financial situations change.

If you have any questions about financial planning or are interested in one of these areas, please contact one of our financial planners.

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value. 

Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Privacy Notice