• Home
  • Team
  • Success Process
  • SERVICES
    • ALL SERVICES
    • Retirement Planning
  • Media
    • Meet Steve Temple
    • Educational Videos
    • Circle of Wealth
    • 401k & 403b Concepts
    • Obstacles to Retirement
  • Docs
    • Ed Slott Newsletters
    • Other Important Documents
  • Connect
    • Location
    • Contact Us!
  • PODCASTS
  • More
    • Home
    • Team
    • Success Process
    • SERVICES
      • ALL SERVICES
      • Retirement Planning
    • Media
      • Meet Steve Temple
      • Educational Videos
      • Circle of Wealth
      • 401k & 403b Concepts
      • Obstacles to Retirement
    • Docs
      • Ed Slott Newsletters
      • Other Important Documents
    • Connect
      • Location
      • Contact Us!
    • PODCASTS
  • Home
  • Team
  • Success Process
  • SERVICES
    • ALL SERVICES
    • Retirement Planning
  • Media
    • Meet Steve Temple
    • Educational Videos
    • Circle of Wealth
    • 401k & 403b Concepts
    • Obstacles to Retirement
  • Docs
    • Ed Slott Newsletters
    • Other Important Documents
  • Connect
    • Location
    • Contact Us!
  • PODCASTS

Financial Adviser Providing Full Service Fee-Based Planning

Financial Adviser Providing Full Service Fee-Based PlanningFinancial Adviser Providing Full Service Fee-Based Planning

Welcome

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


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

​The American College conducted a quiz on basic fundamentals necessary for a successful retirement and 80% of participants failed, revealing that Americans are not as knowledgeable as they should be when preparing for retirement.  We can provide a complimentary copy of this report upon request.


Important considerations that we address with our clients:


Retirement basics, life expectancy, when to start Social Security?

  1. Medical insurance and long-term care, including questions about Medicare.
  2. Company retirement plans and IRAs, including questions about Roth IRAs.
  3. Investment basics, the types of mutual funds that have higher expenses.
  4. Strategies and solutions that offer sustainable income.
  5. What is the correct amount to hold in equities and annuities.
  6. Life insurance, do I need it?, How much? 
  7. Taxes, how to legally reduce taxes.
  8. What effect does market turbulence have on your income and lifestyle?


Our team of professionals will assist you to integrate and put all of the components together to provide the most desirable outcomes.  We encourage you to contact us and get a qualified 2nd opinion as you enter this important phase of your life!

Find out more

  

  

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   

 
 

Copyright © Pinnacle Investment Advisors, LLC  All Rights Reserved


Powered by Website Builder

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept