Preserving wealth from one generation to the next can be complex and time-consuming. The proper guidance from an experienced advisor will ensure that your financial independence is shared with your family, friends and the charitable organizations you designate.
We will help you articulate your estate planning goals and work closely with your tax and legal advisors to assure your objectives are being addressed. Or, if you prefer, we can refer you to an estate attorney and/or tax professional adept at the intricacies of estate and tax planning. Whether you use a Trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating through today’s complicated estate planning landscape.
Contact The Pinnacle Financial Group
At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We will carefully explain your options and the different strategies available to you so that you can make the right decisions for you and your loved ones.
To schedule a free initial consultation, call our offices at 516-763-9700 or complete the form provided below.
9 South Long Beach Road
Rockville Centre, NY 11570