Q. I follow the markets closely. Why would I need a consultant?
A. When it comes to matters as important and complicated as the financial markets, it is prudent to consult with experts whose full-time profession is the world of finance. Asset class investing requires specialized knowledge and significant resources. Your financial consultant will be your partner, applying his or her expertise to help you achieve your financial goals.

Q. How can I be sure my consultant is offering the best possible advice?
A. With the plethora of scandals that have rocked the financial worlds over the past few years, investors' trust has been shaken. There are several ways to be confident that your financial planner truly has your best interests at heart. First among these is to work with a fee-based consultant, who is independent in thinking and practice rather than a consultant who earns commission. This eliminates the temptation of quota bonuses and the like. Additionally, demand that you receive full disclosure up-front when it comes to your financial future, there should never be any surprises.

Q. What service benchmarks can I expect?
A. You should receive regular reports with updates on your account performance. Additionally, you should meet with your consultant at least once per year to discuss objectives and undergo a review to rebalance your portfolio.

Q. Will my consultant be able to help cut down on all the paper work related to my investments?
A. Yes. Although you will still receive statements, your regular account reports will highlight activity within your portfolio-you get the bottom line information you need, all compiled by your consultant who has consolidated the myriad of statements from different investment companies. The process will save you time and headaches.

Q. How do I know if Pinnacle Financial Group, LLC is the right money manager?
A. Our asset allocation approach to investing is particularly effective for investors who meet some of the following criteria:

Own individual mutual funds
Own more than 30 individual stocks
Investments are not aggregated, unified or integrated
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