195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

John Marshall

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Contact Information:TRG Logo
The Resource Group
(818) 547-2465
John.Marshall@LFG.com
130 N. Brand Blvd., Suite 400
Glendale, CA  91203
 
 
 

John Marshall is a founding partner of The Resource Group. Over the past 23 years, Mr. Marshall has worked with families and their advisors, designing and implementing plans to transition, grow and protect assets in excess of $1 billion.

In addition to professional experience, John has personal experiences that inform his unique planning approach. Raised in a family that owned businesses, John has lived through the financial and emotional aspects of selling a family business, and keeping a family business for the next generation. Additionally, within his family, John has experienced the impact of long term care and planning issues related to stroke, terminal illness, and the unexpected passing of a young family member. These personal experiences drive John to work with a sense of urgency and purpose.

Most often, strategies are created to address risks and uncover opportunities for family business owners, real estate owners, and owners of publicly traded securities.

Utilizing a cross-disciplinary approach (including legal, accounting, insurance and investment strategies), coordination gaps and planning opportunities emerge, often amounting to significant income, capital gain and estate tax savings.

As a result of his achievements, The Resource Group has partnered with Lincoln Financial Group, a 100 year old diversified financial services organization with over $197 billion under management* and the third largest insurance carrier in the world. This alliance has allowed for a pooling of vast intellectual resources and many years of comprehensive financial planning experience.

John speaks nationally and has been a certified continuing education instructor under Lincoln’s providership in all 50 states, always learning and adding new skills and ideas on his client’s behalf. He has appeared on CNBC television, and has been quoted in Business Week and Financial Times.

An All-American water polo player in college and accomplished athlete, John integrates the principles of teamwork and endurance in executing strategy. He is also dedicated to working on behalf of different charities and volunteers at his church. A lifetime California resident, Mr. Marshall lives in Glendale with his wife Kari and their three daughters.

*Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $197 billion as of September 30, 2013. Source: www.lfg.com.

John Marshall is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CA Insurance License #0B12349 CRN-822120-021914