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The dream of a better financial future is important to everyone. The
Core Companies (Pinnacle Financial Services, Inc.,
Creative Capital Growth, Inc., and Inercore, Inc.)
are dedicated to helping you reach your financial dreams by providing wealth
accumulation strategies to enhance your life style, provide opportunities for
your children, and achieve a comfortable retirement. By developing and
implementing these strategies your financial dreams can come true.
As a means to this end, we offer
you the ability to access 401(k) Plan Services, Financial Planning, Wealth
Accumulation Strategies, Executive Deferred Compensation Plans, Business
Succession Planning and Estate Planning. By providing the 401(k) Dream Plan©
with our other client desired wealth accumulation plans to the Professional
Employer, the Core Companies have created
successful marketing strategies for our PEO clients. We developed THE MARKETING
WEDGE™ and PEO CONNECT™, to assist the PEO in penetrating their
target markets by combining their exceptional business services with
outstanding financial services.
David W.D. Core CFP™,
CLU, CHFC CEO
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David W.D. Core
CFP™, CLU, CHFC CEO |
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The founder and CEO of Pinnacle Financial Services, Inc. Mr..
Core is the recipient of the prestigious Wall Street Journal Award. David is a
member of the International Association of Financial Planners. He completed his
B.S./B.A. majoring in finance and has attained the professional certifications
of CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Life Underwriter and
Chartered Financial Consultant. Mr.. Core has over 15 years experience in
planning, record keeping, and administration of employee / executive benefit
plans.
David Core is an active member of NAPEO and a prime contributor to the
curriculum for retirement planning for NAPEO's PEO University. He has been
extensively published within the Professional Employer industry with
contributions to the PEO Insider and the ProEmp Journal. Some examples of the
quality information he has provided to the PEO industry include:
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Strengthening
your 401(k)
"Make
Your 401(k) Plan Operate Like A Dream"
"401(k)
Plans: A Powerful Magnet For New Business"
"Getting
Clients And Employees To Support Your 401(k)"
"Non-Qualified
Deferred Plan + 401(k) = One-Two Punch"
"Client
Customization of Your 401(k) Plan"
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Pinnacle Financial Services
recognizes the unique needs of each of our clients. Established in 1984 and
based in South Florida, Pinnacle is committed to providing the "highest
quality" in retirement plan record keeping and financial services. Focusing on
Professional Employer Organizations, we support their success by providing the
administrative, record keeping and consulting services necessary to enhance the
benefits provided to their employees. As the recipient of the 1999 Vendi Award
for retirement plan services excellence in the PEO industry, the success of
Pinnacle is founded upon the ability, experience, and knowledge of the people
in our organization. By combining the 401(k) Dream Plan© with the Deferred
Compensation Dream Plan© and select wealth accumulation plans in a value added
financial planning format, we support the objective of individuals to
accumulate wealth. By applying this multidimensional benefits and financial
service approach we will help you reach your Pinnacle of success. You can
depend on it!
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Donal Ford
President
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Donal K. Ford,
QPA is President of Pinnacle Financial Services, Inc., a Third
Party Administrator for Pension and Profit Sharing Plans
located in Lantana, FL.
Mr. Ford graduated with honors from the
University
of
Florida
with a Bachelor
of Science in Business Administration. He joined the Pinnacle
Financial Services team in 1994 and is responsible for the
operation of the organization. His expertise has resulted in
streamlined operational procedures and improved quality
control. Donal is a Credentialed Member of the American
Society of Pension Actuaries and is actively involved in the
South Florida Benefits Council. Donal Ford is a registered
representative of, and securities offered through, Lincoln
Financial Advisors Corp.
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David A. Goler
National
Marketing Director
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Mr. Goler graduated from Syracuse University with a B.S. in Business
Administration. With over 20 years of business experience, David understands
the value of the business services provided by Professional Employer
Organizations. David joined the team in 1994. He applies his excellent
communication skills to marketing and client development. In 1995, David was
named National Marketing Director. He is actively involved in supporting our
development efforts in the Professional Employer industry. David A. Goler is a
registered representative of, and securities offered through, Lincoln Financial
Advisors Corp.
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Dyane Hartery
Creative
Marketing Director
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Ms. Hartery graduated from F.I.T. with a degree in advertising and marketing.
She operated a successful graphics design business from 1984 to 1989. Dyane
joined the team in 1989 and is responsible for creative design, marketing and
public relations.
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 The
professional staff of Pinnacle Financial Services is committed to delivering
quality service to our clients. They believe that you are not the interruption
of their work but rather the reason for it! Focused on service and dedicated to
our client's satisfaction, the Pinnacle People are there to help. We understand
that for our PEO clients our success is directly linked to their success in
bringing value to their clients.
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The Core Companies (Pinnacle Financial Services, Inc., Creative Capital Growth,
Inc., and Inercore, Inc.) are focused on delivering value to our PEO clients.
Our Marketing Wedge© supercharges your client attraction and retention by
employing enhanced financial products, services and strategies. Integrating THE
MARKETING WEDGE™ into a value driven PEO marketing format optimizes
your penetration into your target markets. These products and services will
maximize client attraction to your Professional Employer Organization.
By combining the customized 401(k) Dream Plan© with the Deferred Compensation
Dream Plan© and other enhanced wealth accumulation plans in a value added
financial planning format, you will support your client's objective to
accumulate wealth.
PEO CONNECT™ members, composed of financial planners, accountants,
brokers, and insurance agents, can refer their clients to partnering PEO's. The
integration of PEO business and administrative services with the financial
services within THE MARKETING WEDGE™
will maximize value to their clients and increase the growth of client
acquisition for our PEO partners.
Applying this multidimensional marketing approach will help you maximize the
competitive advantage of financial benefits initiated client capture and
retention into the 21st century.
For multiple solutions to maximize value.
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Pinnacle Financial Services, Inc.
Pinnacle Financial Services recognizes the unique needs of each of our clients.
Established in 1984 and based in South Florida, Pinnacle is committed to
providing the "highest quality" in retirement plan record keeping and financial
services. Focusing on Professional Employer Organizations, we support their
success by providing the administrative, record keeping and consulting services
necessary to enhance the benefits provided to their employees. As the recipient
of the 1999 Vendi Award for retirement plan services excellence in the PEO
industry, the success of Pinnacle is founded upon the ability, experience, and
knowledge of the people in our organization. By combining the 401(k) Dream
Plan© with the Deferred Compensation Dream Plan© and select wealth accumulation
plans in a value added financial planning format, we support the objective of
individuals to accumulate wealth. By applying this multidimensional benefits
and financial service approach we will help you reach your Pinnacle of success.
You can depend on it!
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Creative Capital Growth, Inc
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Creative Capital Growth, Inc. (CCG) is dedicated to providing multiple product
solutions to meet the challenge of the ever-changing impact of the health
insurance industry on our PEO clients. CCG has strategically aligned with Group
One Source, a member organization of the Lincoln Financial Group. Group One
Source delivers health, ancillary and voluntary benefits with a national, PEO
centered, multiple product infrastructure. Multiple benefit solutions from one
source remove barriers to client acquisition because you can offer the best
value for medical and ancillary benefits in any given geographical area. If
health insurance or Section 125 plan issues are restricting the growth of your
Professional Employer Organization, CCG can help.
Inercore, Inc. {
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Inercore has been created to manage the national client referral infrastructure
between PEO CONNECT™ members and partnering PEO's. Its purpose is to
assure the delivery of quality service to the referred client. Inercore will
develop collaborative commerce enterprise and promote web based PEO service
delivery applications to integrate efficiency among the members of PEO CONNECT™.
To enhance the growth of your Professional Employer Organization contact the
Core Corporate Center. 1-800-375-PLAN (7526)
Securities and financial planning services offered through Lincoln Financial
Advisors, a broker-dealer and registered investment advisor. Insurance offered
through Lincoln affiliates. Lincoln Financial Group is the marketing name for
the Lincoln National Corporation.
David W.D. Core is a registered representative of, and securities offered
through, Lincoln Financial Advisors Corp.
LICENSED FOR LIFE,
HEALTH, VARIABLE ANNUITY & SECURITIES IN: AL, AZ, CA, CO, CN, DE,
GA, MD, MI, MO, NE, NM, NY, OH, PA, SC, SD, TX, UT, VA, WI
LICENSED FOR LIFE & HEALTH IN: ID, IN, NJ, OR
LICENSED FOR LIFE, HEALTH & VARIABLE ANNUITY IN: IL, KY
LICENSED FOR LIFE, HEALTH & SECURITIES IN: NC, TN, CD
Past performance of investments does not guarantee future success.
Proper planning should include input from your CPA and attorney. Our work is not
meant to be exclusive of input from your other financial advisors
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