Pinnacle Retirement & Financial Planning, PRFP

Pinnacle Retirement & Financial Planning, PRFP

Whether your goal is to transition into retirement, leave a legacy to your family, friend or favorite charity, or to regain control of your financial future, you need a financial plan to keep on planning.

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 helping Clients gain control over their financial lives while helping Clients attain greater quality of life through the financial planning process.

Mapping out the possibilities with a trusted Certified Financial Planner can give you confidence in the path you choose by understanding the consequences of your options.  Helping Clients make informed choices while avoid costly mistakes has been one of the hallmarks of PRFP since 1996.

Operating with your best interests first is PRFP's highest priority.  Through the financial planning process values, risk preferences and capacity for complexity are carefully ascertained, prioritized and incorporated into the plan design and delivery of financial planning recommendations.  Education on important concepts and strategies is also key to help you put the Financial Plan in motion.

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

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"Creating a Financial Plan Today Minimizes The Costs of Procrastination."

~ Nancy C. Tattersall, CFP® 

Need Help Getting Your Financial  Plan On Track and 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

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.