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TRUSTED FIDUCIARY

Your interests are always placed first and are the highest priority.

SAVE TIME & MONEY

We compare rates from over 100+ insurance companies to find you the best priced policy.

HOLISTIC PLANNING

Our goal is to help you maximize your wealth, reduce income taxes and protect your assets.

Discover What Pinnacle Financial Health Can Do For You

We take a holistic approach to protecting your assets, growing your wealth, and planning your retirement.

Fiduciary

Your needs are our top priority.

We will do everything possible to help you achieve your financial goals. We want to be your advisor that you can depend on for truthful and unbiased information.

Your business is not a transaction for us. Instead, we hope to develop a long-term relationship with you to be your advisor for all things financial.

INDEPENDENT

There are 2 types of insurance agents: Captive and Independent. Learn the difference to decide what is best for you.

  • Captive advisors represent only 1 company and can only sell products offered by that company. A captive advisor is limited in the solutions they can offer you.
  • Pinnacle Financial Health Insurance Solutions is independent. This means we work with multiple insurance companies. Some advisors may represent 5 or 10 companies, but we represent over 100 insurance companies. We will shop them all to find you the lowest rate for your coverage.

If you have been declined for coverage or have a special need, contact us and we are likely to have a solution for you.

Holistic

All 3 financial objectives are interrelated and necessary to help reach your financial goals:

  • Protecting your assets with insurance is an important part of building & sustaining your wealth.
  • With taxes likely to be your largest expense in retirement, our TAX-FREE savings strategies will help you minimize taxes and risk.
  • Convert your 401(k), IRA, and other savings into a guaranteed stream of income that you will never outlive.
  • Maximize your legacy by including insurance strategies in your retirement planning.

Making the Best out of your Income

Retirement Planning College Planning Debt Elimination Wills & Trust
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Guaranteed, Predictable Growth and Retirement Income

Our strategies are for savers that want steady and safe returns with no luck, skill, or guesswork required.

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In the Best Insurance Support

Whether it is a general question regarding life insurance products, the services we offer or a specific question about an existing policy, I am eager to help

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