Planning & Perspective: How are You Buying Your Bananas?

How does 50 degrees sound on a day like today? Your response to that question might depend on whether you’ve been living in the Midwest all winter or if you’re returning from a southern getaway where temps are much more favorable.

Our CEO and Wealth Advisor Kevin Engbers, CFP®, CEPA®, talks perspective and how your personal perspective impacts your financial outlook. Watch the video below for more!

We’d love to have a conversation with you about where you’ve been, where you’re going and how we can work with you to create a financial plan designed for you.

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Pinnacle Wealth is a Sioux Falls, SD based full-service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.

But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”

We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.

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