Pinnacle Retirement Group

"In early 2017, I met Mark Grosshanten at a free Social Security workshop that he hosted at a local Community Center. The information that Mark shared was easy to understand, and provided a solid basis to work from. Workshop attendees were also offered a free no-obligation one-on-one consultation with Mark. I found him to be very easy to connect with, and followed up with his offer. From start to finish of that first meeting, there was no pressure to sign-up for any services. On the contrary, Mark took the time to understand our retirement goals, ensuring that we had an understanding of the retirement "big picture", and further explained Indexed Whole Life Insurance, in terms that were easy to understand! His patience with listening is matched by his desire to explain the answers, not just provide answers. I felt very comfortable in my decision to do business with Mark, and proceeded to secure life insurance policies through him in 2017. Fast forward to 2022 when my husband was preparing to retire. In addition to meeting with Mark, we attended a few free Social Security and Retirement workshops / zoom presentations, to arm ourselves with as much information as possible from differing perspectives. None of those presenters could come close to explaining investment strategies and opportunities as well as Mark Grosshanten did. Once again, he was our clear choice for proceeding with retirement account investments. Mark explained a variety of options, welcomed all of my questions, and ensured that I understood the answers. He presented a number of options that he felt would best meet our retirement goals, and explained how each option would relate to our needs. Ultimately, the choice of plan(s) was up to us, but we trusted and relied on his expertise and guidance. He was with us every step of the way in setting up the accounts, and continues to stay in touch with pertinent information regarding those accounts. Thankfully, Mark never tires of my random questions (which I continue to present from time to time, even for "general" financial concerns outside of the accounts that we secured through him), and happily answers each question or concern in a timely fashion. I find Mark Grosshanten to be trustworthy, professional, thorough, pleasant, and dedicated to his clients' best interest, not only for the present, but for long-term needs. August 2023"

"Mark is personable and friendly. He is easy to talk to and explains the financial details in a way which is easily understood. He takes the time to learn about each client's individual wants and needs to be able to tailor the best possible retirement strategy for that person."

"It is so easy to talk to Mark. He explains why he selects a particular financial product. Most important, my portfolio is doing well!"

"Pinnacle Retirement Group is very knowledgeable on how your income can work best for you in retirement. They can even determine the best time for you to start taking your Social Security. They give you options and explain everything thoroughly."

"I wasn’t sure if I was ready or able to retire but thanks to Mark and the Pinnacle Group , my decision was easy. Great people and family atmosphere. Thank You"