Why Work With Us
At Pinnacle Planning, LLC, we are committed to offering you impeccable service, objective advice, open communication, and ongoing education. By working with us, we believe you can benefit from the following:
With almost 30 years of experience in the financial services industry, we use our vast knowledge and learned wisdom to help you avoid the common mistakes people make regarding insurance and help you navigate the complexities of protecting yourself and your family.
As an independent firm, we have access to solutions from more than 50 companies without being tied to one specific carrier or product. With in-depth knowledge of the many solutions available in the market today, we can make objective recommendations based on your unique needs and individual situation.
We don’t just work with you; we collaborate and coordinate strategies with your other trusted professionals, including property and casualty agents, attorneys, and financial advisors. By doing so, we believe we can help ensure your insurance plan aligns with your financial, tax and legal affairs.
Chris Means is a Chartered Life Underwriter®, which is one of the most respected designation of insurance expertise. Chartered Life Underwriters® can guide clients on types of life insurance, make recommendations regarding risk management, provide legal guidance in aspects such as life insurance contracts and beneficiaries, and many other advanced protection concepts.
Chris believes that the purpose of insurance is to transfer risk and have guarantees, period. He feels the purpose of insurance is to remove or reduce risk whenever possible and to keep it simple and have guarantees.