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CONTACT USCall Us: (954) 601-9555

Our Services

We are a full-service financial and insurance boutique firm that caters to high-net-worth individuals and families, physicians, business owners, and retirees. Our primary focus is on offering personalized insurance and investment solutions to help ensure your financial well-being. We specialize in life insurance, disability insurance, group health plans, Medicare, long-term care insurance, retirement planning, and business services for entrepreneurs and business owners. Here are some of the services we may provide as part of your customized strategy:

Retirement Planning

Choose Pinnacle Financial Group for personalized retirement guidance with a focus on protecting your assets and generating reliable income. Our goal for you is a stress-free retirement journey, and helping you live the lifestyle of your dreams.

Life Insurance

A financial plan without adequate life insurance is no financial plan at all. Today’s life policies can provide multiple benefits to both individuals as well as business owners, and permanent policies can even be useful in retirement.

Medicare Planning

Choosing the right Medicare plan is crucial for optimal healthcare coverage, cost savings, and peace of mind once you reach age 65. As a Medicare brokerage agency, we offer different types of plans from multiple insurance carriers.

Long-Term Care/Disability

Long-term care and disability planning is crucial because it can help individuals prepare for the potential need for assistance with activities of daily living due to aging, illness, or injury.

Group Benefit Plans

We provide a comprehensive suite of group benefits tailored to meet the diverse needs of your workforce. And we offer an exclusive benefit analysis report to help you identify and address the unique needs of your employees.

Business Services

For businesses, we provide group benefit plans for employees, but we also offer strategies to help you attract, compensate, and retain key people. We can also help you plan for your own retirement with succession planning.