Taxes & Income

Home>
Taxes & Income

Get In Touch

First Name (Full) *

Preferred Name *

Last Name *

Email *

Personal
Business

Phone Number

Mobile
Home
Business

Home Zip Code *

Please check the box above.

Sending email ...

We are a full service retirement planning company serving Troy, Ohio and our surrounding communities.

Address:21 Robin Hood Lane Troy, Ohio 45373
Address:3210 Beaver Vu Drive Beavercreek, Ohio 45431
Phone:(937) 667-6500
Email:steve@pinnacleinvestmentadvisors.com

401(k) Mistakes
Enhanced Planning
Income Planning
Life Insurance
Long Term Care
Portfolio Analysis
Retirement Strategy & Risk
Social Security
Tax Strategies

401(k) Mistakes
Enhanced Planning
Income Planning
Life Insurance
Long Term Care
Portfolio Analysis
Retirement Strategy & Risk
Social Security
Tax Strategies

All written content on this site is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Pinnacle Investment Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Pinnacle Investment Advisors, LLC a Registered Investment Advisor in the State of Ohio. Insurance products and services are offered through Temple Financial Solutions, an affiliated company. The presence of this web site 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. Pinnacle Investment Advisors, LLC and Temple Financial Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The inclusion of any link is not an endorsement of any products or services by Pinnacle Investment Advisors, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Pinnacle Investment Advisors, LLC, nor any agency, officer, or employee of Pinnacle Investment Advisors, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.