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Business Professionals

Where do you see yourself in five, ten, or fifteen years? What if instead of worrying about your finances, you could focus on what you love?

At Pinnacle Financial Advisors, our business experience grants us unique insight into the situations of business professionals. Your needs, wants, and objectives come before anything else, and our goal is for you to feel confident that you are in control of your financial life. We can help you with questions such as:

  • How do I create a tax-efficient strategy?
  • Am I on track with savings/assets/investments?
  • How can I accelerate my retirement date?
  • How do I optimize my use of company benefits?
  • How do I manage my estimated tax payment?
  • What do I do with my stock options?

Executives and other professionals deserve to focus on what they love. We address the complexities of your investments, insurance, tax, and cash flow needs so you can get back to doing what you do best, confident in your financial future. Our services include:

Financial Independence

Many professionals desire financial independence to allow them peace of mind, the ability to pursue career paths with lower pay, or the ability to retire early. We can help you determine optimal placement of your assets to move towards financial independence and project when you will reach this goal.

Benefits Plan Optimization

Executive compensation packages and employee benefit plans offered through your employer are a great way to save for retirement. However, selecting the best options and maximizing contributions can cause uncertainty. We can help you understand how your retirement plan works, how to optimize benefits, and coordinate your plans with your other retirement and investment strategies.

Tax efficiency

Taxes come in many different forms: income tax, estate tax, gift tax, and generation skipping transfer tax. As a highly-valued professional, you will likely find yourself in a high income tax bracket. This necessitates tax-sensitivity during investment selection. We will recommend investments only after considering their tax impacts and your complete situation. We specialize in tax efficient strategies that enable you to achieve your goal earlier or set your sights higher.


With so many insurance programs and plans available, it can be difficult to determine the optimal solution. Whether you are self-insured or have a professional insurance plan, we can help guide you to options best for your situation.

The Result
As a result of our work together, you could achieve financial independence earlier and feel the satisfaction of being able to freely choose your future. As an additional potential benefit, you could improve your standard of living in retirement and make it more enjoyable.

We encourage you to reach out today if you or someone you know would like to begin moving toward financial independence. Contact us

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