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The DAITT® Service Architecture

DIY Planning Engagement

Serving Aurora, Illinois, in person — and all 50 states virtually.

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For the self-directed person who wants to get off to the right start — and let compounding work for them.

We want to put you in the best possible position — even if you never become a full client.

  • Tax planning strategy & investment allocation
  • Top 7 questions to ask your own advisor
  • Personalized sequencing roadmap
One-time engagement. One clear plan. Ongoing accountability available — to anchor behavioral drift and prevent tax leakage.
Every Discipline. One Strategy.

Cash Flow Engineering · Advanced Risk Management Architecture · Private Wealth Investments · Tax Strategy & Planning · Trust & Estate Planning · Medicare & Health Planning · Business Owner Solutions · FAQ

Service Area

Serving Aurora, Illinois and Beyond

The Pinnacle Group serves professional women, business owners, and educators in person in Aurora, Illinois — and virtually in all 50 states. Wherever you are, one coordinated strategy is within reach.

Aurora, IL

Our home base. Private wealth planning, tax strategy, and DAITT® advisory services for business owners and families.

Virtual · All 50 States

Virtual engagements nationwide, anchored in Aurora, Illinois — wherever you are, one coordinated strategy.

"Distance doesn't limit strategy. Wherever you've built it — we'll help you protect it."

— Dr. Pat Pachciarz®, CEPA® · The Pinnacle Group

Every Service. One Strategy.
Built Around Your Life.

Start with your Leak Score — 7 questions, no obligation, no pitch.

See My Leak Score → See Our Process First