Paraplanning Playbook

Available in Accelerator, Professional, & Empire Plans

Simplify the complexity of financial planning with a turnkey solution that seamlessly integrates visualization and emotion, leading to higher close rates and increased client satisfaction.
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Provide Your Client the Holistic Plan they Deserve, WITHOUT Sacrificing Revenue

Transform data into narratives.
Simplify complexities.
Elevate your client's financial plan while separating yourself from the crowd.


Streamlined and comprehensive financial planning using both qualitative and quantitative data.

Personalized Planning

Creation of tailored retirement plans that resonate deeply with clients.

Built on the SSS Process

Boosted conversion rates through integration with the Sales Success Series.

Industry Leading

A reservoir of tools, resources, and recommendations to craft the perfect retirement plan.

Paraplanning Playbook Course Contents

Meet the CERTIFIED Paraplanner

Nathan G. Kesling

Financial Modeling and Valuation Analyst (FMVA)
Capital Markets & Securities Analyst (CMSA)
Accredited Portfolio Management Advisor (APMA)
Accredited Wealth Management Advisor (AWMA)
With multiple years of experience in creating custom financial plans, Nathan has helped thousands of retirees in accomplishing their retirement dreams. In Pinecone's Paraplanning Playbook, Nathan discusses the different methods and processes he takes as he strategically creates custom tailored retirement plans.