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Mission Statement

  • The mission of the financial planning side of Pinion Financial Services is to develop lasting relationships of trust with financially secure retirees for whom we provide holistic financial planning, accurate account servicing, and enjoyable client education and enrichment events.  

  • On the health insurance side of Pinion Financial Services, we work with the most ethical carriers available in the market. We make every effort to match each client with the most appropriate product & type of coverage.   Pinion Financial Services also has a team of independent health insurance agents to whom we provide support in their sales and service to their own clients. 

  • We strive for excellence in every aspect of our operations and grow our business from word of mouth, upon a foundation of integrity, respect, and genuine care.