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    • Home
    • Team
    • Success Process
    • SERVICES
      • ALL SERVICES
      • Retirement Planning
    • Media
      • Meet Steve Temple
      • Educational Videos
      • Circle of Wealth
      • 401k & 403b Concepts
    • Location
    • Contact
    • Docs
      • Ed Slott Newsletters
      • Other Important Documents
  • Home
  • Team
  • Success Process
  • SERVICES
  • Media
  • Location
  • Contact
  • Docs
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Financial Adviser Providing Full Service Fee-Based Planning

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

Success Process

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We Provide "The Wright Solutions"

While many other firms and advisors focus on "Products", it is our belief that Successful Strategies" are what is essential to help clients achieve maximum financial success

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COMRA Risk Analysis

  1. Evaluate how much of your assets are exposed to risk
  2. Compare current risk vs. desired risk
  3. Knowing your income is secure versus "Hoping" it all works out

Analyze Your Risk
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Social Security Income Maximzation

  1. There are multiple claiming strategies with 20,000 possible calculations
  2. What is the best choice when evaluating your specific situation?
  3. We deliver a personalized strategy.

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Morningstar Reports

  1. 3rd party unbiased reporting on investments
  2. Compare statistical data to comparable benchmark
  3. Detailed analysis of portfolio holdings, sector analysis & style analysis

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2nd Opinion Tax Review

  1. Form 1040 Snapshot
  2. 2nd opinion on past returns
  3. Potential future tax savings

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Portfolio Pilot

  1. Analyze current portfolio for risk & volatility
  2. Analyze tax treatment
  3. Gain clarity on asset allocation

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IRA Maximizer

  1. Analyze RMD requirements
  2. Understand conversion options
  3. Validate current IRA beneficiaries

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Compass Report

  1. Are you on course to achieve and exceed your goals?
  2. Analyze ALL income sources
  3. Coordinate accounts to maximize income
  4. Understand the effect of longevity, taxes, inflation and unexpected costs

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Financial Success

Retire Comfortably...

...Stay Comfortably Retired


Hoping things work out will likely not provide a sustainable lifelong plan!


Come See Us!

Request Contact

  

  

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

 
 

Copyright © Pinnacle Investment Advisors, LLC  All Rights Reserved


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