516.763.9700
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Retirement Planning For Individuals

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Pursuing your retirement income objectives, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Seeking to ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

The Pinnacle Financial Group will help you develop a comprehensive plan that seeks to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • 401(k)/IRA Distribution Options
  • Traditional and Roth IRAs
  • SEP IRAs
  • 401(k)/403(b) Retirement Plans
  • Retirement Income Planning

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’ll 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.

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For a Free First Time Consultation
and Portfolio Review

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For a Free First Time Consultation
and Portfolio Review

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Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570

 

516.763.9700
Fax: 516.763.9706

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