- Investment ManagementPersonal Investment Management services, PIMs, are provided on a retainer basis to individuals, self-employed business owners, and families. Clients' completion of the financial planning process and/or an investment policy objective is a prerequesite for PIMs to establish a Client's risk profile, by first uncovering Client goals, time horizons and income needs. Supervisory PIMs involve custom investment portfolio design, management and oversight, specific to Client's individual circumstances while factoring in current market conditions.
- Wealth ManagementWelcome 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.
- Financial Planning® began PRFP in 1996. Prior to starting her own financial planning practice, Nancy championed one of the first retirement learning centers for Fidelity Investments in Palo Alto, CA to serve a number of Fidelity Investment's Institutional Tax-Exempt Clients and their employees in higher education, healthcare, as well as, foundations in the San Francisco Bay Area.
- Retirement Planning
- Long Term Care
- Asset Management