Comprehensive Wealth Management

Making a Difference for You and Your Family

Our Comprehensive Wealth Management Team will work with you to create a plan to evaluate your current financial needs and analyze your family’s goals for the future. Your life is ever changing and regular reviews provide an opportunity to stress test your plan against your current financial resources. The review provides an opportunity to discuss life changes which may take place in the near or distant future that may require adjustments to your plan. By leveraging powerful software systems, we can show you the impact to your plan if the following changes occur: higher or lower expected portfolio returns, inflation, sell of a business, or a catastrophic illness. We work with you to set a Family Index unique to your needs.

Your Family Index Number

At Pinnacle Financial Group, we use your Family Index Number to determine the rate of return necessary on your portfolio assets to pursue your goals and objectives while maintaining resources during your anticipated lifetime.

The Family Index Number empowers you to focus on the only number that matters to you and your family. This number not only helps you to remain on track toward pursuing your individual goals and objectives, but helps you manage the anxiety associated with trying to track and interpret short-term market fluctuations.

Your personalized Family Index Number is developed by taking your unique goals, resources and circumstances into account and providing a truly relevant benchmark for gauging the performance of your portfolio. We believe a well-conceived plan that adheres to a disciplined process can be more effective for pursuing your objectives than meeting or exceeding a broad market index.

A broad index like the S&P 500 doesn’t take certain factors into account that play a significant role in determining your financial picture now and throughout your years in retirement. Your Family Index Number takes into consideration investment time frame, tax situation, life expectancy, lifestyle preferences, healthcare needs and the impact of inflation, among others.

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Do you know your Family Index Number?

We follow our code, “Wealth Designed. Life Defined.™” – and this number allows your team to assist you in your quest to attain True Wealth.