Goal. We all dream that after a long and successful career helping clients meet their personal and financial goals, that one day we will enjoy the same. That may mean stepping away from some of the day-to-day grind to spend time with family; or that may mean selling the practice and enjoying retirement.
Issue. In our fervor to work hard and advocate for our clients, or in order to keep costs low as we build our businesses, too often we find the years slip away and the practice remains inextricably tied to us. As a consequence, we cannot step away from the day-to-day grind because there is no one else to do it; or maybe we were so busy serving our clients that we failed to grow to a scale where we could afford additional help. In either case, the value of the business is not what we had hoped, and, as we approach retirement, our choices are limited.
Solution. Pinnacle Advisor Solutions offers a comprehensive outsourcing solution that keeps you informed and in charge but removes you from the day-to-day burdens of investment management and operations so that you can grow your business and build equity towards your own goals.