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Estate Planning
Protect the people you love and give your legacy a clear direction.
Explore servicePINNACLE FINANCIAL GROUP · WEALTH MANAGEMENTProtect a lifetime
Protect a lifetime
of hard work.
Build a legacy
of possibility.
For the life you’re living.
For the people you love. For the future you imagine.
WEALTH. FAMILY. LEGACY.Meet your planning team ↓
YOUR STORY DESERVES PERSONAL ATTENTIONA familiar face.
A familiar face.
A thoughtful perspective.
Get to know Jerry Brown and the education-first philosophy behind Pinnacle Financial Group.
Watch the introduction ↗MEET JERRY BROWNINTRODUCTION
FOUNDER & CEO · CPPT
Jerry Brown
Jerry Brown is an independent wealth and life insurance advisor and the Founder, CEO, and Senior Managing Partner of Pinnacle Financial Group. Since entering the financial industry in 2009, he has focused on helping individuals and families build long-term financial confidence through education, personalized guidance, and practical planning strategies.
Known for his client-centered philosophy, Jerry emphasizes collaboration, education, and long-term relationships. He believes financial planning should provide clarity and stability while helping clients pursue their personal and financial goals with confidence and peace of mind.
START A CONVERSATION
Ready to connect with Jerry?
Choose a convenient time to speak with Jerry, or send a message using the form and the team will follow up with you.
SCHEDULE A MEETING
Choose a time
SEND A MESSAGE
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CHOOSE YOUR STARTING POINTEvery plan begins
Every plan begins
with your priorities.
LET’S START WITH WHAT MATTERS TO YOUProtect the people.
Protect the people.
Preserve the possibilities.
Start with your wishes, the people who matter most, and the information they may need. Estate planning connects those priorities with a clear direction.
Explore the Stress Test- Estate planning
- Beneficiary considerations
- Family stories & values
LET’S START WITH WHAT MATTERS TO YOUYour next chapter.
Your next chapter.
On your terms.
Bring your retirement timeline, income needs, and protection priorities into one conversation. Learn about the planning areas that can help you consider your options.
Explore Planning Videos- Income planning
- Asset preservation
- Risk & tax mitigation
LET’S START WITH WHAT MATTERS TO YOUWhat you’ve built.
What you’ve built.
What comes next.
Consider how your business goals connect with your personal priorities. Explore continuity, transition, and protection considerations with our team.
Explore Our Services- Business planning
- Wealth management
- Legacy priorities
A COMPLETE PICTUREYour priorities.
Your priorities.
Connected by a plan.
Retirement, protection, business, and legacy decisions belong in the same conversation. Explore the areas we can help you bring together.
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Income Planning
Prepare for the retirement you want to live.
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Asset Preservation
Give what you’ve built the attention it deserves.
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Tax Mitigation
Understand how taxes fit into your financial picture.
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Risk Mitigation
Plan thoughtfully for life’s uncertainties.
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Business Planning
Plan for your business and the life around it.
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Wealth Management
Bring your financial decisions into focus.
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Charitable Remainder Trusts
Connect your financial goals with your charitable intentions.
Explore serviceTHE LEGACY COLLECTIONImportant ideas.
Continue learningImportant ideas.
Worth a closer look.
A SMALL STEP. A CLEARER PICTURE.How prepared
How prepared
is your estate plan?
A few focused questions can help bring potential gaps into view. Start with the Estate Planning Stress Test, then talk through your next steps with our team.
Start Your Stress Test5 min
Make time for what matters.
- Consider your family’s needs
- Review your planning priorities
- Identify questions to discuss
AN INVITATION TO LEARNPlan. Protect.
Plan. Protect.
Prosper.
Join a complimentary educational session about estate and legacy planning. Bring your questions, explore the possibilities, and decide on your next step.
Explore Upcoming SessionsWHAT’S WORTH A CONVERSATION?
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Your estate plan.
Understand the questions to ask about your family’s future.
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Your family’s priorities.
Explore how thoughtful preparation can support the people you love.
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Your next chapter.
Bring what you learn into a conversation with our team.
MORE THAN A FINANCIAL LEGACYThe stories.
The stories.
The values.
The life behind it all.
Preserve the memories and wisdom that make your family yours.
Discover Legacy StoriesLET’S PLAN WHAT’S NEXTYour next chapter starts
Schedule a Consultation