Our Services
Because Winging It Isn’t a Wealth Strategy.
You don’t need more generic advice.
You need a battle-tested plan — custom-built for your life, your business, and your future. That’s what we do here. No fluff. No filler. Just straight-up strategies that work.
Here’s how we help you stop leaking money, build real wealth, and sleep better at night:
Tax Strategy & Filing
Stop Overpaying Uncle Sam — Legally.
The IRS code is 70,000+ pages for a reason… and 69,990 of them aren’t for W-2 employees.
They’re for business owners, investors, and high earners — people like you — who want to keep more of what they earn.
We help you:
- Max out every legal deduction (and yes, you’re probably missing a few)
- Stack and layer tax credits like a pro
- Slash taxes through LLCs, S-Corps, and multi-entity planning
- Strategize year-round so April 15th feels like a win, not a threat. (*Business Filings are due at different timeframes)
Schedule a Tax Strategy Session — because unawareness is the most expensive tax you’ll ever pay.
Advanced Planning & Insurance Solutions
Life Insurance got a Facelift!
We engineer financial tools that build wealth you can touch — without touching your taxes.
We don’t “sell insurance.”
Here’s what your policy could do (when designed right):
- Grow safe, predictable cash value you can borrow against
- Protect your assets from lawsuits, market crashes, and Uncle Sam
- Generate lifetime, tax-free income — even if the market tanks
If you’ve got insurance but no strategy, you’re leaving money on the table.
Private Asset Management
Serious Wealth Deserves a Serious Game Plan.
Through Pinnacle Private Wealth, we build wealth plans for people who want freedom, not just “returns.”
Our approach is not cookie-cutter.
It's built from scratch — like a gourmet meal for your money.
We help you:
- Design your retirement to actually work (and last)
- Build generational wealth without generational headaches
- Optimize every dollar for growth and tax efficiency
We work with stocks, bonds, real estate, private markets — and we know how to pivot when the economy throws curveballs.
Book a Portfolio Strategy Call — because your future shouldn't be a guess.
Health & Medicare Planning
Don’t Let Healthcare Wipe Out Your Retirement.
Most people treat Medicare like a mystery box.
We treat it like a core pillar of your retirement plan — because it is.
We walk you through:
- Enrollment, supplemental plans, and the fine print no one tells you
- Long-term care strategies that don’t cost your life savings
- Planning that protects both your health and your wealth
Let’s talk health before it becomes a crisis.
Non-Traditional Banking Solutions
The Bank Has a Business Plan — Do You?
The bank makes billions off your money. We flip that.
You become your own banker. Your own lender. Your own vault.
With us, you’ll explore:
- The Infinite Banking Concept (aka “how the wealthy bank in secret”)
- Velocity Banking to destroy debt fast — and for good
- 1st-lien HELOC strategies that beat the pants off traditional mortgages
These are the tools the rich use. We just hand you the blueprint.
Estate & Trust Planning
Leave a Generational Legacy — Not a Lawsuit.
Most families lose their wealth in 3 generations.
We help make sure yours lasts forever.
Or at least doesn’t get tied up in probate for 24 months.
We help you put it all in writing with:
- Revocable Living Trusts that keep your family out of court
- Wills, POAs, and healthcare directives that honor your voice
- Deed retitling so your house doesn’t become a courtroom drama
Your estate (living trust) plan isn’t just a document — it’s a gift to your family. Let’s get it done.
Ready to Build Something Bigger?
Your future is calling. And it doesn’t want “maybe later.”
Book your strategy call now
Let’s build the financial life you actually want — not the one you’ve settled for.
