For more than 25 years, we have partnered with Pinnacle Advisors to offer our clients comprehensive financial planning. Our CPAs work with Certified Financial Planners (CFPs) from Pinnacle Advisors to ensure that you get the best advice from every perspective. Then, we meet with you multiple times each year to help keep your financial life on track.

Pinnacle Advisors is a family-owned wealth management firm based in Mansfield, Ohio, serving clients across dozens of states. As a fee-only wealth manager, Pinnacle and its advisors operate free from third-party influence, as they do not receive commissions or sell investment or insurance products. In addition to its Mansfield headquarters, Pinnacle has offices in Columbus, Medina, and Mentor, Ohio, as well as Sarasota and Tierra Verde, Florida.

Our financial planning services are ongoing and your plan is continuously updated to reflect changes in your financial goals and circumstances. Services include the following:

• PERSONAL: Review of family records, budgeting, personal liability, estate information, and financial goals.

• TAX & CASH FLOW: Analysis of income taxes and spending, including illustrations of how various investments may impact your current tax situation and future tax liability.

• INVESTMENTS: Evaluation of investment options and their effect on your portfolio. Through personalized discussions, we establish your goals and objectives based on your unique circumstances. Pinnacle then develops an individualized investment policy and creates and manages your portfolio based on that policy.

• INSURANCE: Review of existing life, disability, and long-term care policies to ensure proper coverage.

• RETIREMENT: Assessment of current strategies and investment plans to help you achieve your retirement goals.

• DEATH & DISABILITY: Evaluation of cash needs at death, income needs of surviving dependents, estate planning, and disability income strategies.

• ESTATE: Guidance in assessing and developing long-term estate strategies, including living trusts, wills, estate tax, powers of attorney, and asset protection plans, as appropriate.

Investment minimums apply.

To get started, contact our office at (419) 281-2811.