We have the team, the knowledge, the skills and the process for those that desire to pursue your financial goals
Celebrating 30 years of helping people just like you
our mission
why choose us?
We truly care about people and consider it a privilege to help them to achieve financial security and prosperity through guidance, personalized strategies, and unwavering integrity.
experience
you can trust
As a fiduciary, Pinnacle Investment Advisors, LLC (PIA) will always work in the best interest of the clients we serve. Our goal is for our clients to see value in adding PIA to their team as we provide systems and a process that allows the client to compare alternatives on which strategy will provide them the most desired outcome.
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If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill?
We Offer a Comprehensive Line of Services Including:
401(k) Mistakes
Understand the rules and pitfalls of your workplace retirement assets.
Enhanced Planning
Ensure that you and your loved ones are prepared and get the most enjoyment throughout your lifetime while protecting your assets, your legacy and your family harmony.
Income Planning
Develop strategies to coordinate various income resources to determine which order to take them so that you can receive the most tax efficient outcome
Life Insurance
Helping you determine if life insurance is a vital component to the success of your financial plan
Pension
Maximization
Helping you optimize the benefits from your pension plans by carefully selecting the best option that is going to provide you with the most lifetime income.
Portfolio Analysis
Identify ways to allocate your resources with the goal of increasing investment performance
Retirement Strategy & Risk
Develop balanced strategies to optimize your financial plan while mitigating risk
Social Security
Increase your Social Security lifetime and survivor benefits by potentially thousands of dollars over your lifetime.
Tax Strategies
Minimize tax liability now and in the future to grow and preserve assets and generate tax-free income.
Temple Talk Radio
Tune in every sunday
Tune in to “Temple Talk Radio” every Sunday at 7:00am
WHIO 1290AM – 95.7FM
Each week I will share insights that can potentially help you to better prepare for the retirement lifestyle you desire!
