Important Documents

All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Neither Pinnacle Investment Advisors, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.

Pinnacle Investment Advisors, LLC 21 Robin Hood Lane Troy, Ohio 45373

Financial Adviser Providing Full Service Fee-Based Planning

Greg McBride’s 2022 financial checklist: 15 tasks to complete by the end of the year

US News & World report - Why young adults don't think they will be able to retire

Year End Tax Strategies - US News & World Report

Year End Tax Strategies - Kiplinger

Forbes Magazine - How secure are your financial accounts and ways to protect yourself

National Council on Aging - 10 financial scams targeting seniors 11/5 show

Prepare for Retirement with Estate Plan Checklist| Temple Talk Radio Subject 10/22/23

Medicare Interactive - Get help for all your Medicare Questions | Temple Talk Radio Subject 10/22/23

U.S. News and World Report article | How debt impacts retirement

AARP Article on Long Term Care

8 Obstacles to Retirement

Guide to Getting the most from your 401k

Guide to avoid making mistakes with your 401k

Flexible Protection for a Healthy Retirement

10 Questions to ask your advisor - Ed Slott