Pinnacle

A Focus on Financial Education

 

Financial Strategies
Services

We work with you to provide a clear financial strategy to go from where you are to where you want to be through a Financial Needs Analysis, Financial Goal Setting, and customized strategies to pursue your goals.

 

Retirement Strategies

The truth is, we’re living longer. We can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice.

 
 

Insurance Protection

Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens.  We offer various options in Life Insurance, Disability Insurance, and Long Term Care Insurance.

College Funding Plans

Whether preparing to send your first or fifth child to college/university, we can help you begin saving now.

 

Estate Preservation

We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and estate taxes.  We are ablve to leverage various Charitable Strategies & Trusts, Life Insurance Trusts, and Wealth Replacement Trusts.

Business Strategies

For the small business owner, we provide financial and investment strategies for you, your employees and your business, including Insurance and Retirement Strategies, Executive Compensation, and Business Continuation Programs.

 

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