The Pinnacle Promise

We protect our clients’ legacies by providing a truthful solution that addresses our clients’ current fears and hopes for a better and brighter future.

We preserve our clients’ financial and non-financial wealth by ensuring their guiding values and traditions are encapsulated and passed to the next generation.

Our clients know the financial investment before our team begins any legal work on their behalf.

We will always do what we say we will do when we say we will do it.

We are committed to actively reviewing and maintaining our clients’ plans, just like the periodic maintenance done on cars.

This is not our plan; it’s YOURS. Our approach to planning is being our clients’ partner in discovering the value of planning strategies and implementing a plan that precisely fits their dreams.

Our team prioritizes truthful intention, attentive listening, and thoughtful questioning to advocate for our clients’ future.

Our team of Legacy Builders uses the industry’s newest methods, ideas, and products to make the right impact on our clients’ future.

When necessary, we partner with our clients’ CPAs, financial advisors, and insurance agents to be sure their plan is an integrated set of solutions.

Our clients come in all shapes, sizes, family types, net worths, occupations, etc. So what determines the RIGHT client? The RIGHT client is the person who has a vision for their future, their children (and grandchildren), and is willing to start their legacy journey.

Our clients come in all shapes, sizes, family types, net worths, occupations, etc. So what determines the RIGHT client? The RIGHT client is the person who has a vision for their future, their children (and grandchildren), and is willing to start their legacy journey.