Pinnacle Consulting Group is a distinguished financial planning firm with a track record of helping to meet our clients’ objectives and life goals. We offer objective planning services with a comprehensive approach to a client’s specific needs. Our philosophy is to serve first, create life-long relationships, with strict confidentiality. We coordinate with your current advisors and provide decision support and education to create an action oriented team of experienced professionals working on your behalf to help fulfill all of your financial planning and wealth management objectives. Due to over a decade of success, we have the priviledge of being a member of The Resource Group™.
The Resource Group™ is an ensemble organization of experienced financial professionals who are located throughout the United States. We are an elite group of planners within LFA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele. The Resource Group™ empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques. 200 members strong, Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.