Our team of experts is always available to provide guidance and answer any questions you may have about Medicare. Whether you are looking for information on enrollment, coverage options, we are here to help.

ABOUT PINNACLE

Welcome to Pinnacle Financial Group – Your Boutique Investment and Insurance Partner for High Net Worth Individuals, Doctors, Business Owners, and Entrepreneurs.

At Pinnacle Financial Group, our unwavering commitment is to empower our esteemed clients to realize their financial ambitions and safeguard their assets through an array of personalized financial planning services. Led by Ricky Gonzalez, President, and CEO, our firm places paramount importance on offering comprehensive solutions that cater to your unique needs, including retirement planning, long-term care insurance planning, disability insurance planning, life insurance, and Medicare planning.

As a distinguished boutique agency, we understand that true financial management surpasses mere numbers on a balance sheet. Our objective is to become your trusted advisor, guiding you skillfully through the intricate landscape of personal finance and insurance, adopting a holistic approach every step of the way.

Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain valuable insights into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed explicitly to align with your unique requirements.

But our commitment doesn’t end there. We acknowledge that wealth and finances carry profound significance in your life. Hence, we take the time to forge a personal connection with you, gaining a profound understanding of how money and asset protection intertwine with your broader life objectives. This enables us to guide you towards financial choices that resonate with your deepest values and long-term visions.

At Pinnacle Financial Group, we believe in serving you as a whole person, far beyond a mere representation on a balance sheet. Our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Entrust your financial fortunes to us, and together, we will build a prosperous future defined by your unique aspirations.

OUR SERVICES

Everything we do is customized based on your unique set of circumstances. No two plans are alike, so we will go through a thorough fact finding session before recommending any plans. We typically give you a couple options for you to chose from, that way it is you that decides what feels best according to your needs.

MEDICARE

Save your time, money and resources by using our services. Medicare was never so easy!

LIFE INSURANCE

A financial plan without adequate life insurance is no financial plan at all!

LONG-TERM CARE

A range of services and support that help meet personal and medical needs.

DISABILITY

Disability insurance replaces a portion of your income if illness or injury keeps you from working.

RETIREMENT

Save your time, money and resources by using our services. Medicare was never so easy!

Retirement Planning Strategies: Pinnacle helps clients to plan for their retirement by developing customized strategies based on their individual needs and goals. This includes reviewing current retirement plans, analyzing income sources, assessing retirement lifestyle needs, and recommending investment strategies to ensure adequate retirement savings.

Long-Term Care Insurance Planning: Pinnacle helps clients to plan for potential long-term care needs by recommending long-term care insurance policies that provide financial protection for healthcare expenses related to aging, chronic illness, or disability.

Disability Insurance Planning: Pinnacle helps clients to protect their income and financial well-being in the event of a disability. We recommend disability insurance policies that provide income replacement in case the client becomes unable to work due to illness or injury.

Life Insurance: Pinnacle helps clients to protect their families and businesses by recommending life insurance policies that provide financial support in the event of premature death. This includes analyzing current life insurance coverage, assessing potential future needs, and recommending appropriate policies. We specialize in the use of Life Insurance in the Business. We help fund and set up Buy Sell Agreements, Executive Compensation Plans, Pension Maximization Plans and much more!

Medicare Planning: Pinnacle also helps clients to navigate the complex world of Medicare by providing guidance on plan selection, enrollment, and coverage options. They also provide ongoing support to ensure that clients have access to the healthcare services they need.

Overall, Pinnacle Financial Group, Inc. provides comprehensive financial planning services that are tailored to the unique needs and goals of their clients. We strive to help clients achieve financial security and peace of mind by providing expert guidance and support.

MEDICARE

Choosing the right Medicare Brokerage Agency is crucial for optimal healthcare coverage, cost savings, and peace of mind.

LIFE INSURANCE

A financial plan without adequate life insurance is no financial plan at all!

LONG-TERM CARE

Long-term care planning is crucial because it helps individuals prepare for the potential need for assistance with activities of daily living, due to aging, illness, or injury.

DISABILITY

Disability insurance replaces a portion of your income if illness or injury keeps you from working.

RETIREMENT

Choosing our agency for your retirement needs ensures personalized guidance, financial security, and a stress-free retirement journey.

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CLIENT FEEDBACK

Ricky Gonzalez provides exceptional service. He exceeded my expectations. Very professional, always on time and available to answer all questions. I highly recommend him!

Kim M. Dugan, CIHC, INHC

Ricky helped me with a Medicare supplement cycle. He was such a pleasure to work with and very caring. I highly recommend him to anyone who has Insurance needs.

Debbie Larsen

Ricky Gonzalez is a blessing. He was referred to me by a co-worker and I have been extremely grateful for his knowledge, experience and sincerity. I’m in my second year leaning on his expertise and without a doubt, I’ll will rely on Ricky/Pinnacle for any future decisions. He is like extended family.

Chris Presley

Mr. Gonzalez will go out of his way to make sure his customers understand every detail of the medical insurance. That you are signing up for 👍 I will definitely recommend him to anyone looking for a medical insurance.

Nidia Berrios

Every detail related to health is very important. That is why the orientation and help to select the best insurance based on your needs is very important. 100% satisfied with the professionalism and passion that Ricky puts into his work.

Mildred Morales

Working with Ricky Gonzalez has been a pleasure. He constantly follows up, meets you at your place of business or home if you need him to. The whole process went smoothly. I would do business with him again.

NC Ranshaw

Rick was very informative and detailed and helped me tremendously to find the right insurance plan. Would highly recommend him and will be using him in the future.

Maura Hertzog