Tag: Client Services
Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

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Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces don’t fit together?

In this episode, Ken New explores what a family office is and how he works to provide the same level of care and planning through a virtual interface. Ken shares why he built his virtual family office and the importance of building communication between the different advisors working on a single plan.

Ken discusses: 

  • The nature and advantages of family offices for their clients
  • The cost-efficient benefits of virtual family offices, which offer the same quality of service
  • The advantages of working with a family office as opposed to a single advisor when planning for retirement
  • The crucial role of lifestyle management in their retirement planning
  • And more

 

Connect with Ken New:

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Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

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Are you looking for expert guidance on how to plan for your financial future and retirement? 

Look no further than Pinnacle Financial Wealth Management’s latest podcast episode, where we introduce you to our team and the proven strategies and processes we use to engineer retirement plans for our clients.

Join Ken New, the Founder, and Owner of Pinnacle Financial Wealth Management, and team members Jenny Moore and Jennifer Gerrow as they dive into five financial fundamentals that are essential for your roadmap to retirement. 

Meet our team as they share their expert insights and ideas on a variety of topics:

  • Discover the concept of holistic planning and how it relates to financial planning
  • Find out about the Pinnacle Financial Retirement Blueprint and how it can help guide your financial planning journey
  • Learn about the client services offered by Pinnacle Financial Wealth Management and how they provide information to potential clients
  • Explore the ways in which the Covid-19 pandemic has impacted the way advisors communicate with clients
  • Plus, stay tuned for even more valuable insights and information on financial planning and retirement.

Connect with Jenny Moore:

Connect with Jennifer Gerrow:

Connect with Ken New:

About our Guests: 

Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role as Business Operations Manager, she directly supports our financial advisors and guides each of our clients through the processes surrounding all financial transactions from beginning to completion. Jenny has many years of professional experience in customer service and office administration. Her attention to detail and her organizational skills enable her to deliver excellent results.

Jennifer Gerrow joined the Pinnacle Wealth Team in 2020. She has experience in customer service and management and will provide our clients with personal concierge service. As Director of Client Services, Jennifer provides scheduling and customer care to all of our clients, as well as, marketing and event coordination.

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