Financial Services
Schedule a Meeting With Mark Grosshanten or Call 610-707-9170
Pinnacle Retirement Group is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
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.
Insurance Services
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
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
What is Medicare and What Does it Cover?
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.
Some of our Medicare Services include the following, but not limited to:
- Medicare Insurance
- Medicare Supplemental Insurance
- Medicaid Crisis Planning
Retirement 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.
Individual Planning
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?
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
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.
HOW?
Asset Protection Strategies
Indexed Universal Life Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Retirement Income Strategies
Social Security Maximization
Tax-Efficient Strategies
Tax Planning
GIVE
Provide for the people and causes you care about the most.
HOW?
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Health Care Contingencies
Immediate Annuity
Living Benefits Insurance
Long Term Care Insurance
Tax Reduction Strategies
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
Find a Pinnacle Retirement Group Location
Jupiter, Florida
601 Heritage Dr, Suite 444
Jupiter, Fl 33458
Office: 610-707-9170
Cell: 561-329-2650
Mark@PRGChoice.com
Collegeville, Pennsylvania
409 2nd Ave, Suite 304
Collegeville, PA 19426
Office: 610-707-9170
Cell: 561-329-2650
Mark@PRGChoice.com
Warrington, Pennsylvania
1243 Easton Road
Warrington, PA 18976
Office: 610-707-9170
Cell: 561-329-2650
Mark@PRGChoice.com