Our Mission Statement


Mission Statement of Pinnacle Planning Group, Inc.

Building, Preserving & Managing Wealth

Pinnacle Planning Group, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial independence. Our customized programs are aimed to grow, preserve, and conserve our clients' wealth by delivering an unprecedented level of personalized service and experience.

We strongly believe in the client/advisor relationship; built of mutual trust and respect. Open lines of communication and a common goal allows your plan to become yours and not just another "cookie cutter" solution. 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 investments such as stocks, and insurance products as vehicles used to address 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 contact us via email at steve@ppgplanning.com or by phone at 859-266-9936. We look forward to hearing from you.