Choose Pinnacle Financial Group for personalized retirement guidance with a focus protecting your assets and generating reliable income. Our goal for you is a stress-free retirement journey! It all starts with planning what you will do once you are no longer working. Will you putter in your garden or travel the world? Your lifestyle choices will help us create a retirement budget, and together we will implement strategies to help generate income from your saved assets and make it last throughout your whole life. We have hundreds of products which may be used in your plan, including fixed indexed annuities with guarantees provided by the financial strength of insurance company providers.
Retirement also involves assessing your Medicare coverage needs, your plan for mitigating taxes in retirement, your plan to protect yourself from market risk, and your plan for funding long-term care expenses if you become disabled or need some help with daily living tasks, because long-term care is not covered by Medicare. We will also help you understand concepts like RMDs (required minimum distributions) which kick in at age 73: each year you will have to withdraw a certain percentage of money from your traditional 401(k) and IRA accounts and pay income taxes on it. Planning for retirement is like putting together a puzzle. Let’s talk about your situation, or review your current plan!
Mission Statement
Pinnacle Financial Group delivers high-net worth individuals and families, seniors and retirees, business owners and entrepreneurs, and doctors and medical professionals, comprehensive solutions to help provide them with both growth and financial security. We are committed to having the best resources at hand for our team of financial advisors and wonderful clients, providing access to the most innovative, state-of-the-art solutions from a myriad of carrier partners.
Client Feedback
25
YEARS OF EXPERIENCE
1117
CLIENTS ASSISTED
100
SATISFACTION
Our Services
We are a full-service financial and insurance boutique firm that caters to high-net-worth individuals and families, physicians, business owners, and retirees. Our primary focus is on offering personalized insurance and investment solutions to help ensure your financial well-being. We specialize in life insurance, disability insurance, group health plans, Medicare, long-term care insurance, retirement planning, and business services for entrepreneurs and business owners. Here are some of the services we may provide as part of your customized strategy:
Your Planning Journey
At Pinnacle Financial Group, our mission is to help you attain your financial objectives and provide unwavering support as your financial journey unfolds. Together, we can work to build a prosperous future defined by your unique aspirations. Our process commences with a dedicated focus on understanding your individual circumstances. Through meticulous research and in-depth consultations, we gain insight into your financial goals, values, and aspirations. Armed with this knowledge, we deliver tailored financial advice, designed to align with your unique requirements.
Where Financial Success Meets Peace of Mind
Contact Us
Please contact us to get started on your plan toward financial freedom!
2625 Weston Rd. • Weston, Florida 33331
info@pinnacleflorida.com
Phone: (954) 980-8189
Fax: (954) 697-0905
