When many people think of an estate plan, they often think of a will. In reality, your estate plan can be much more than that – your estate is made up of everything you own, including your car, your home, personal possessions,...
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With deep experience assisting business owners of all sizes, Pinnacle Financial Advisors Founding Partner Susan Talbott discussed the importance of effectively assessing small business assets in the November issue of In Business....
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CBS 5 called upon Pinnacle Financial Advisors Founding Partner Lennard van der Feltz to provide insight on the financial impact of Baby Boomers’ widespread transition from owning to renting. According to U.S. Census data, Baby...
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The death of a spouse is heartbreaking, and financial worries can make the experience even more stressful. To help people handle this difficult situation, Pinnacle Financial Advisors Founding Partner Lennard van der Feltz sat down with...
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From stocks and bonds to real estate, life insurance, and more, it can be difficult to know where to start when mapping out your financial future. This is where financial planners come in. According to a 2016 survey from the CFB Board,...
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Meet Scott Bourdo, Pinnacle Financial Advisors’ director of business development. Scott lends keen business sense to the Pinnacle team, helping to identify opportunities to offer guidance relating to financial plans of all shapes...
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In Business Magazine, a leading publication for business leaders in the Phoenix area, featured Lennard van der Feltz in its From the Top executive profile series, highlighting his fervent interest in technology. Lennard’s profile...
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Your 20s are an exciting time. With numerous life changes in the transition to adulthood – from graduating college and entering the workforce to moving into a home of your own – this newfound freedom can be thrilling....
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Pinnacle Financial Advisors is thrilled to announce that Scott Bourdo has joined the team as Director of Business Development. With more than 20 years of diverse corporate experience, Scott will help identify opportunities for the...
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Life insurance is a sensitive subject for many people. It’s often easier to avoid having difficult conversations about how the family will manage if you die than to face it head on. Part of the hesitance in tackling the topic of...
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Bill Kelso discussed the value of hiring a financial planner in a blog post for the Sedona Red Rock News. Bill highlighted five key benefits a financial planner can offer, including extensive knowledge of the finance space and...
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Pinnacle Financial Advisors Founding Partner Susan Talbott discussed financial considerations for unmarried couples looking to purchase a home in an article for Opendoor. Susan emphasized the importance of meeting with a financial...
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Financial Planner Bill Kelso shared his expertise in tax efficiency planning in a blog post for Sedona Red Rock News. Bill discussed the importance of understanding tax efficiency, spelling out the differences between “tax now...
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Bill Kelso discussed the importance of financial planning for business owners in a blog post for Sedona Red Rock News. Bill expressed the importance of having a sound financial strategy for a business, noting that a financial planner...
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It’s the time most American workers dream of – retirement! Spending their days traveling the world, taking up hobbies they haven’t had time for or just living a life of rest and relaxation. Unfortunately, recent...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz discussed common financial mistakes that people make when planning for retirement in a segment for CBS 5 This Morning in Phoenix. Lennard noted that many individuals do...
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Many people have a “bucket list” of destinations they would like to visit in their lifetime. Some of these trips may require more than a few days or a week to fully experience. Whether you want to spend a month traveling...
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Financial Planner Bill Kelso, who heads Pinnacle Financial Advisors’ Sedona office, is focused on educating the local community about a variety of personal finance topics in his new blog series for Sedona Red Rock News. In...
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The world of financial planning and investment can be confusing. But layer with it the oftentimes-complex fee structure of various financial institutions and advisors and you may be asking yourself, “What am I getting for my...
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Pinnacle’s Founding Partner Lennard van der Feltz discussed strategies to minimize tax liability in a Your Turn column for The Arizona Republic’s community sections. Lennard noted that while there is no way to avoid paying...
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Talking to your older parents about finances can be challenging. Typically, parents have dealt with financial matters privately and competently for most of their lives, and a sudden stream of questions from their children can feel...
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With a strong commitment to the community, Pinnacle Financial Advisors is proud to sponsor Bethany Christian School’s Feed the Need event. Feed the Need is a school-wide project that aims to provide more than 10,000 meals to...
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The Phoenix Business Journal recognized Pinnacle Financial Advisors in its list of the Largest Phoenix-area Investment Advisers. Pinnacle took the No. 37 spot, ranked by total assets under management locally. The list is part of the...
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Pinnacle’s Founding Partner Susan Talbott joined Valley insurance and real estate experts to share insights about numerous financial considerations when purchasing a second home in the March issue of Arizona Foothills Magazine....
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We all have financial aspirations—whether you want to purchase a vacation home, travel the world, or pay for your child’s college education, you must do a bit of planning before those dreams can become reality. It is...
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Meet Cassandra van der Feltz, a team support specialist in Pinnacle’s Tempe office. When she’s not working with Pinnacle’s team of financial planners to find new ways to improve the client experience, you may find...
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Pinnacle’s Founding Partner Lennard van der Feltz broke down financial planning necessities for business owners in an article for Az Business Magazine, one of Arizona’s leading business publications that tracks trends and...
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As a parent or grandparent, it’s important to equip your kids with the knowledge and resources to create a strong financial future. You may have begun saving for their college education or invested on their behalf, but have you...
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Pinnacle Financial Advisors’ Founding Partner, Lennard van der Feltz, shared his expertise in retirement plans in an article for Az Business Magazine, one of the state’s leading business publications tracking trends and...
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We are proud to announce that Cassandra van der Feltz has joined Pinnacle Financial Advisors as a team support specialist. Cassandra will work closely with our team of financial planners to ensure that each client account receives...
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Meet Susan Talbott, one of Pinnacle Financial Advisors’ founding partners. She’s a financial planner with a knack for approaching the planning process holistically—and she’s a morning person! Read on for more...
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In an effort to continually provide the highest level of service to our clients, we are proud to announce that Neil van der Feltz has been promoted to Strategy and Product Analyst. As a Strategy and Product Analyst, Neil will integrate...
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Pinnacle Financial Advisors has joined the Phoenix chapter of the Global Chamber®, an international organization that helps regional companies expand their reach globally. Pinnacle has roots in global business—our Founding...
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As the year comes to an end, it is common for many of us to count our blessings and give to those who are less fortunate. The Pinnacle team believes donating to charitable organizations is important, and that it is an easy way to make...
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With the end of the year rapidly approaching, we’re providing you with a brief checklist of financial tasks to keep in mind as you wrap up 2017 and head into the New Year. Depending on the phase of your financial journey, you may...
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Pinnacle Financial Advisors Founding Partner Lennard van der Feltz shared his expertise in wealth management and wealth building in a recent article in Az Business. Lennard joined four leading wealth management experts to discuss ways...
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Going to college is expensive. According to the College Board, tuition and fees are rising faster than financial aid and income, making it even more difficult to pay for college. That’s why it’s important to start thinking...
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This is a follow up blog from our original post on the winners and loser of potential tax changes. What is the objective of tax reform anyway? The Republican Party and President Trump set out on tax reform to achieve three major...
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Pinnacle Financial Advisors is proud to unveil our new website! We may have a new look, but our commitment to providing our clients with the highest level of service hasn’t changed a bit. The site captures what Pinnacle Financial...
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Last week the White House issued a preliminary outline for potential tax reform. The administration released the proposed bill with the intention of fulfilling a campaign promise to reduce the tax liability on the middle class. The...
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On September 7th Equifax, a credit reporting agency, announced that a data breach compromised the personal information of 143 million Americans. Hackers were able to steal the following information from the agency: Names, birth dates,...
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There has been a lot of news about the U.S. economy’s growth in recent months, especially as analysts and commentators anticipate the actions of the Federal Reserve and debate the impact of job growth, and the rates of inflation...
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Bill Kelso takes on key role at Pinnacle Financial Advisors’ Sedona office overseeing new clients, lending support to existing accounts Pinnacle Financial Advisors is pleased to announce the addition of industry veteran and...
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Some people believe professional financial advice is only for the ultra-wealthy. At Pinnacle Financial Advisors, we feel that the guidance, insight, and peace of mind that comes with a well-crafted financial planning experience is...
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In our industry, we’re always looking for ways to bring our clients the best counsel, products, and service possible. With this in mind, we are excited to announce a new relationship with Seros Financial that will give Pinnacle...
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Taxes are a topic that bring out passionate responses from all sorts of people. Although they directly fund government-provided resources, including education, infrastructure, and security, the general consensus is that nobody likes...
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Navigating the financial world can be challenging for even the savviest investors, but for those new to financial planning, truly understanding the course they are about to chart is vital. It begins with learning the language spoken...
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