Our Firm
Pinnacle Planning Group, Inc. is a local, family owned and operated, comprehensive financial services firm committed to helping our clients improve their long-term financial independence. Our customized programs are aimed to help you grow, and conserve our clients' wealth by delivering a high level of personalized service.
We strongly believe in the client/advisor relationship; built of mutual trust and respect. Open lines of communication with a common goal allows your plan to be personalized, not just another "cookie cutter" strategy. The development of this trusted relationship takes both time and a willingness to work toward clarifying and pursuing your goals.
Our clients view us as a team, united behind a common goal and working toward the accumulation, preservation and tax efficient management of their wealth. We view different types of investments as vehicles for use in attempt to pursue these goals.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at steve@ppgplanning.com or call us at 859-266-9936 . Our firm has a relationship with a variety of financial services companies and can offer or facilitate the strategy you need. We look forward to hearing from you.