Financial Planning Services

Trusting Pinnacle Bank with your finances is a responsibility we take seriously. That’s why we have partnered with Highland Trust Partners LLC to provide a robust and comprehensive wealth management program.

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck.

Visit Highland Trust Partners

Retirement Planning

Retirement is different for everyone, and so is our approach. Highland Trust Partners can create a customized plan that helps you move forward with confidence.

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Estate & Legacy Planning

Preserve your legacy with decades of experience and a wealth of resources from Highland Trust Partners. Our team can help with everything from asset distribution to trust analysis.

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Business Planning

Let our team help you make the most of the business you’ve worked so hard to build. We offer everything from cash-management services to corporate retirement plans.

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Pinnacle Bank has partnered with Highland Trust Partners LLC to offer our customers a comprehensive wealth management program addressing their needs. Highland Trust Partners is an independent financial planning firm with LPL Financial as the broker-dealer. The partners have more than 60 years combined experience helping families and businesses with their finances. Learn more about Highland Trust Partners at or through literature in our branches. For more info on Highland Trust Partners brokers, click here.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Highland Trust Partners and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IFG Advisory, LLC, a registered investment advisor and separate entity from LPL Financial. Highland Trust Partners and Pinnacle Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Highland Trust Partners, and may also be employees of Pinnacle Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pinnacle Bank or Highland Trust Partners. Securities and insurance offered through LPL or its affiliates are:

  • Not insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value


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