To maximize the benefits of your Wealth Management Program, you must have an individual whose responsibility it is to organize your data, communicate that data to you and your key Advisors, and then coordinate planning meetings for you and your key Advisors. To address that critical need, each Wealth Management Program provides a valuable and unique planning coordination service called the “Personal Planning Quarterback Service”.
The Personal Planning Quarterback Service is a highly sophisticated internet-based planning coordination service for affluent clients and their families that includes:
To maximize your Wealth Planning results, it is absolutely imperative that your planning process be disciplined and consistent and that your advisors have access to your information, so they can collectively and continuously make the best recommendation for you and your family. Pinnacle’s Quarterback Services provides the disciplined approach to each clients Wealth Management Program.