Pinnacle Financial Freedom LLC (PFFL) provides ongoing portfolio management and financial planning services tailored to each client's goals, risk tolerance, and time horizon. PFFL creates an Investment Policy Statement for each client. Financial plans may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PFFL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds.
Fee Structure
Pinnacle Financial Freedom LLC charges a fixed monthly fee of $350 for financial planning and portfolio management. Direct family members of existing clients can receive these services for an additional $150 per month.