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