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.  

Kelly Wright CFP®, Pinnacle’s Director of Financial Planning and Michael Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL have jointly developed a state of the art financial planning process for Pinnacle Advisory Group.  This planning process as well as the tools and templates to implement it are now available to the advisors that work with us at Pinnacle Advisor Solutions. 

In addition, our strategic partners can reach out to Kelly Wright for a little more personalized assistance when a client has unusual circumstances, or when you need to clarify the best application of a planning concept. 

Our Strategic Partners also enjoy the benefit of Michael Kitces’ cutting edge financial planning research through a complimentary subscription to the premium newsletter and webinar content of Kitces.com.  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. 

Whitepaper – Effective Tax Policy