Pinnacle Planning
Pinnacle: “The highest level or degree of attainability; the highest state of development”.
Anyone can buy a paintbrush and paints, but only a skillful artist can paint a work of art. Likewise, any stockbroker or investor can buy a stock, bond, mutual fund or piece of real estate, but that does not mean it makes sense for that investment to be a part of your financial picture.
Based on your information which includes your “Hard Data” (assets and liabilities) and your “Soft Data” (your financial goals and concerns) we will design a Wealth Advisory Plan customized for you.
With literally thousands of investment choices it takes analytical research, multiple licenses, (Securities, Insurance and Real Estate), investment experience and knowledge to put together a suitable Wealth Advisory Plan for you.
This is the Schindler Wealth Management Differential.
We believe this is where we separate ourselves from Brokerage and Wire Houses, Stock Brokers, On Line Trading Firms, and the rest. Also, being affiliated with the largest self-clearing independent Broker Dealer in the country*, LPL Financial, (LPL does not sell any proprietary products), we are free to be truly Independent Wealth Advisors when choosing the right financial tools for you.
To arrange for a Complimentary Consultation to see how we can help you, call us toll free at 1-800-303-(PLAN) 7526, or use the button below to get in touch.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
