Biggest Mistake
Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …
Will Vs. Trust
Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference? Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pr …
First Three Steps of Financial Planning
There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan. Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why havin …
Giving Life Podcast with Nik Aamlid
Hear from Nik Aamlid, CFP®️️️️, CAP®️️️️, Wealth Advisor, as he shares perspective on how we can have a healthier view of money during his interview on the RESGEN Giving Life podcast. He also shares a personal story about how an injury sent him on a life evaluation journey.
