Pinnacle Retirement & Financial Planning, PRFP

Pinnacle Retirement & Financial Planning, PRFP

Welcome to Pinnacle Retirement & Financial Planning.  PRFP is an independent, fee only, registered investment adviser and financial planning firm.  Serving the life planning goals and wealth management needs of individuals and families in the San Francisco Bay Area since 1996, Nancy C. Tattersall, CFP enjoys seeing Clients gain control over their financial lives while helping Clients improve their quality of life.

Whether your goal is transitioning into retirement, changing careers, or regaining control of financial future, mapping out the possibilities with a trusted Certified Financial Planner can give you confidence of the choices before you understanding the consequences of various alternative option.   Helping Clents make informed choices while avoid costly mistakes has been one of the missions of PRFP since 1996.

Operating with our Client's best interests first is PRFP's highest priority.  Through the financial planning process Clients' values, risk preferences and capacity for complexity are carefully ascertained and considered in the design and delivery of financial planning recommendations, as well as, in the education process of the options available for the Client to consider.

Confident with a plan in place, Clients often continue the collaborative relationship with PRFP's Personal Investment Managements services, PIMs.  PIMS was created as a natural outcropping of the financial planning process to help busy Clients stay the course for achieving their financial planning goals.

You are welcome to meet with PRFP to discover if a match of your needs and our services are a fit.  To schedule your next step call (415) 454-0661 or e-mail Nancy @ nancyt@pinnacleretirementandfinancialplanning.com.

---

Make Informed Choices

Need Help Getting Your Financial  Plan On Track, Yet Unsure How To Start?

Here are some items to collect in advance of an introductory meeting with Pinnacle Retirement & Financial Planning to make the most of your time:

Gather the financial items listed on The Documents Checklist PRFP

Complete, the Financial Planning Questionnaire

Prepare for discussion the following: 

1. Your 3 Biggest Goals, 
2. Your 3 Biggest Financial Concerns,
3. Consider what is key to build a successful planning relationship with your Adviser.

Hint: It's OK if you aren't sure of your goals.  They will become clear as a result of the planning process.