The success of a company is primarily viewed by its financial standing. Working together, a short and long term plan can be prepared. The plan is reviewed frequently by the staff of DF&A to ensure action is taken to continue towards financial success.

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Your Pinnacle Advisor’s® ability to remain objective stems from Pinnacle’s deep commitment to professional independence. Pinnacle is not affiliated with any money manager, brokerage house, or broker-dealer, nor does Pinnacle or any Pinnacle Advisor® sell any commission based investments. Pinnacle is committed exclusively to support Pinnacle Advisors® and their clients.

Pinnacle is a fee-only advisor, just like your accountant or attorney. All investments remain in the client’s name with a brokerage house or a trust department chosen by the client. At no time does Pinnacle or your Pinnacle Advisor® have access to a client’s account. The very nature of this business demands that a special relationship exist with each client. Portfolios are not designed or managed as a group. Each client’s financial position is analyzed in the financial planning process and a customized plan is developed to meet his or her goals.

Deimling-Forbes Financial Advisors, Inc. and Pinnacle are committed to providing a disciplined and systematic approach to wealth management for high net worth clients characterized by a high level of personal integrity and confidentiality.