Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.

• Medicare Insurance
• Medicare Supplemental Insurance
• Medicaid Crisis Planning

At Pinnacle Retirement Group we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

• What do you visualize yourself doing on your journey through your golden years?
• How are you going to position your life savings to provide funding for your vision?
• How can we position those assets in a way that provides you confidence and peace of mind?
• What are you going to do when and if the unexpected happens?
• What will happen to your assets when it’s time for you to pass on.

Have You Ever Wondered…

• Am I making the most out of my 401(k)?
• Am I fully covered or over covered on my insurance policies?
• Am I on track with my financial goals for retirement and savings?
• What is my alternative when the stock Market goes negative?
• What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?

GROW

Prepare for retirement by putting your hard-earned assets to work.

• Annuities
• Asset Protection
• Financial Planning
• Fixed Indexed Annuities
• Guaranteed Income
• Income Planning
• IRA, 401(k) and 403(b) Rollovers
• IRA Legacy Planning
• Legacy Planning
• Lifetime Income Planning

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

• Asset Protection Strategies
• Indexed Universal Life Insurance
• Life Insurance
• Tax-Efficient Strategies
• Long-Term Care Strategies
• Retirement Income Strategies
• Social Security Maximization
• Tax Planning

GIVE

Provide for the people and causes you care about the most.

• Charitable Giving
• College Funding
• Deferred Income Annuity
• Estate Planning
• Health Care Contingencies
• Immediate Annuity
• Living Benefits Insurance
• Long-Term Care Insurance
• Tax Reduction Strategies