Pinnacle Planning Group, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed 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 attaining 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. Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC