Welcome to The Pinnacle Group.
We’re all about retirement…
- Guiding you through the savings years as you work hard to accumulate assets for retirement.
- Guiding you through the transition years as you wind down your “work life” and head into retirement.
- Guiding you through the retirement income years as you enjoy the potential rewards of your labor.
That’s why we’re all about retirement.
We believe it is our responsibility, and privilege, to help others be proactive in reaching all of their financial goals.
Let us help you work towards yours.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
A quick look at how federal income taxes work.
For many, retirement includes contributing their time and talents to an organization in need.
A few strategies that may help you prepare for the cost of higher education.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you explored all your options when it comes to managing your taxable income?