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Financial & Retirement Planning - Pinnacle Investment Management, Inc.
 

Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

   Investment Management      Financial and Retirement Planning      Our Advantages      Disclosures

 

 

Our Advantages

Financial and Retirement Planning

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716
Email: invest@pinninvest.com

Financial & Retirement Planning

 

Pinnacle provides investment advice and will help you to prepare a clear plan
for achieving your personal financial goals and financial peace of mind
through a disciplined and comprehensive approach to planning and managing your
financial resources.

 

Our financial planning services include:
  • investment planning and asset allocation
  • retirement planning
  • education planning
  • income tax planning
  • estate planning
  • charitable gifting strategies
  • risk and insurance analysis

 

We can help you with answers to questions
such as:
  • When can I afford to retire? How much will I need to save?
  • How much can I spend in retirement?
  • When should I begin to collect Social Security?
  • How much can I gift to my children or to a charity?
  • Can I afford a second home?
  • Do I have adequate property and liability insurance coverage?
  • How much life insurance should I have?
  • How can I minimize estate tax?
  • What can I do to reduce my tax bill?
  • When should I exercise my employer stock options?
  • What retirement plans should I adopt for my business?


Examples of How Our Financial Planning Advice May Help Clients

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