Financial Planning

Comprehensive financial planning is the center of your value proposition. You need to stay current on the latest developments and you need to apply the right solutions for your client’s circumstances. There is no better authority on financial planning than Michael Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL who is partner and Director of Wealth Management at Pinnacle.

Enjoy the benefit of Kitces’ cutting edge financial planning research. He will keep you up-to-date on the latest developments in wealth management, in financial planning and his best thinking on their applicability to your practice.

Our Strategic Partners are provided a complimentary subscription to the premium newsletter and webinar content of Kitces.com as well as the Nerd’s Eye View blog. Earn CFP CE credit by taking posted quizzes on the content of the newsletters.

In addition, each quarter Michael hosts Office Hours with Michael Kitces. Sometimes you just need a little more personalized assistance. Perhaps the client has unusual circumstances or you want to clarify the best application of a planning concept. Our Strategic Partners have direct access to Michael to ask those questions.

Michael works closely with Kelly Wright CFP®, Pinnacle’s Director of Financial Planning.  Our Strategic Partners participate in periodic webinars hosted by Kelly who reviews the nuts and bolts of implementing theory in a variety of financial planning circumstances.  Other webinars may include a review of Pinnacle’s own planning best practices as well as training on the financial planning software used by Pinnacle.

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