What is your plan?
If what you knew to be true about retirement planning turned out not to be true, when would you like to know?
More importantly, what would you do about it?
Honestly, have you ever considered how well your current plan helps protect you from the consequences of ...
Interest Rate Risk?
Health Care Risk
Do you really think the 1980's approach of buy, hold and hope is enough to tackle the challenges facing todays investor?
Did you know many of the world's most successful investors understand that there is a large universe of alternative investment choices outside of stocks, bonds, mutual funds and ETF's?
That is the Pinnacle difference!
When our firm was established back in 1996 our vision was simple....
To build a full service, truly independent financial advisory firm!
One that would offer a broad variety of todays most modern investment tools and exposing our clients to cutting edge strategies and products we plan to help you thrive in retirement not just survive!
(Many of these tools are not normally offered by the large brokerage firms, banks advisors or insurance agents)
Tools designed to help you REDUCE, MANAGE & TRANSFER RISK!
Tools designed to create true Asset Class Diversification!
This methodology is known and practiced by many of the largest institutional investors in the world.
These alternative asset classes are similar to some of those that organizations such as Yale Endowment, Harvard Endowment and California State Teachers Retirement System to name a few.
If you're ready to say good bye to the tired old buy hold and hope method of investing and get into the 21st century of retirement income planning, we are ready to work for you!
Rick & Teresa Reding
Founders, Pinnacle Resource Management, Inc.
Call today to schedule your Free strategy session!