6 Myths About Financial Planning | Pinnacle Wealth

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Pinnacle Wealth

Pinnacle Wealth

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***** Do you have a few assumptions about how financial advisors work or even who they work with?
Wealth Advisor Ryan Ovenden, CFP®, CKA®, shares six common myths about financial advisors and the wealth management industry.
Watch the video for more!
We’d love to have a conversation with you about how the team at Pinnacle Wealth can help you build a financial plan and discover your True Wealth.
Contact us for a complimentary consultation: www.pinnaclewe...
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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.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

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