Information for Advisors
How We Work With You
There are only two sources of income: earned income and investment income. One day, the ability to generate earned income will end. At that time, there will be one question for your clients: Will their investment income allow them to continue to enjoy their current standard of living or better OR will they have to adjust to a lower standard of living?
Pinnacle Strategies, Inc. is the solution for advisory firms; CPA Firms, Law Firms, Insurance Agencies and Community Banks; who are looking to build profitability and number of clients. By using unique combinations of accounting principles, legal structure and financial products, the advisory firm will have more options available to the business leader (client) to meet their ultimate goals and concerns without having to invest significant time and/or money. We simply become a partner or “department” of the advisory firm.
- An expanded menu of services
- Additional chargeable time
- A share in Pinnacle Strategies, Inc. revenue
- The ability to educate both new and existing clients regarding Succession Planning
- Exposure to our existing clients and a significant database and network of profitable business leaders
Together, Pinnacle Strategies, Inc. and the advisory firm can increase revenue and number of clients with a rewarding partnership.