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The Ethical Will

Presented by Lori Braunstein

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Meeting your goals can seem tougher than ever in today's complex financial world. Pinnacle Financial Advisors can guide you with comprehensive personal planning. Our emphasis is on "personal" because, above all, we want to hear and understand you.

Explore your concerns, priorities, and desires with us -- we're listening. We encourage you to think aloud about what matters to you most…imagine all the possibilities…be open about your objectives and preferences.

Partners Harry Scheyer and Jeff Metz have over 45 years of experience in helping clients reach their financial goals. Harry Scheyer has been recognized annually by WORTH magazine as one of their recommended financial advisors since 1996. Additionally, both Harry Scheyer and Jeff Metz have been listed among the best financial advisors for doctors by MEDICAL ECONOMICS since 1998.

Pinnacle Financial Advisors is a fee-only, SEC registered investment advisory firm providing comprehensive financial planning and investment portfolio design and management.

We invite you to take a closer look at who we are and what we do.
 

	Since 1991

Announcements

	12-12-2006 — Harry Scheyer was appointed to the Board of Trustees of the Estaugh Corporation, Medford Leas Continuing Care Retirement Community (CCRC) in Medford, New Jersey for a three year term.
	12-4-2006 — Harry Scheyer was selected by Medical Economics Magazine as one of the 150 Best Financial Advisers for Doctors for the ninth year in a row.
	12-12-02 — Harry Scheyer was appointed to the Board of Trustees of the Rowan University Foundation.

Important Consumer Disclosure

Pinnacle Financial Advisors, LLC ("PFA") is a SEC registered investment adviser located in Marlton, New Jersey. PFA and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors by those states in which PFA maintains clients. PFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PFA`s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, PFA does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PFA, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which PFA maintains a notice filing. A copy of PFA`s current written disclosure statement discussing PFA`s business operations, services, and fees is available from PFA upon written request. PFA does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by a unaffiliated third party provider, whether linked to PFA`s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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UPDATED 8/1/2007
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