Services Provided

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As Americans move toward retirement, they are faced with many complex challenges and obstacles.  Two concerns that come up often in client meetings:

• The fear of running out of money
  
• What effect would a catastrophic illness have on their sustainability

If you are a candidate that desires to maximize your income for life, we can work with you to integrate your income producing assets and validate the best strategy to help give you the outcome you desire. 

Life expectancy and other factors have a tremendous impact on this decision and many other sources are not properly giving this the attention it deserves.

At Pinnacle Investment Advisors, LLC we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. 

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

You have been responsible and worked very hard to accumulate your wealth, do you want to protect it?  There are two simple questions you can ask yourself about long-term care (LTC) 

​Question #1: You may never need care, but, what if you did?   How would that affect your family?

Question #2: And if you do need care, how will you pay for it?

All veterans and their surviving spouses deserve the full extent of their benefits! 

Many however are unaware of all the benefits that available through the U.S. Department of Veterans Affairs. While they have had years of service, now that they are seniors they may not be aware of the Aid & Attendance & Housebound Pension that provides a benefit to help with living assistance if it is deemed medically necessary by a physician.

Customers have questions about pensions, we can help.  Many times the wrong choice is made and it can cost you or your spouse 1000's of dollars of income.  Allow out team to help you calculate the BEST alternative for your situation.