Retirement Planning
Retirement Planning for Individuals & Families
Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:
- Achieving your retirement income objectives and desires
- Managing your ongoing expected and unexpected expenses
- Maintaining your lifestyle choices and priorities
- Ensuring you have a plan for your long-term goals and aspirations related to travel, healthcare, estate planning, charitable giving and anything else important to you
- Identify and pursue your lifetime income goals
- Minimize taxes on income—now and during retirement
- 401(k)/IRA Distribution Options
- Traditional and Roth IRAs
- SEP IRAs
- 401(k)/403(b) Retirement Plans
- Retirement Income Planning
Our Financial Planning Practice
A Comprehensive Approach to Your Financial Future
There is no magic to building financial independence—it takes time, discipline and a sound financial plan. A plan that carefully considers your goals, age, needs and resources. With the right approach, you can relax and feel confident you can weather any storm, knowing you have measures in place to take you where you want to go.
At The Pinnacle Financial Group, we understand your circumstances and your objectives are highly individualized—that’s why it is called a “personal financial plan.” We will take the time to get to know you, so we can build a long term partnership dedicated to working towards meeting your financial needs. When you work with us, we will:
6. Monitor Your Plan
Optimize to address goals:
- Performance Thresholds
- Automated Alarms
- Periodic Evaluation
1. Project Your Goals
Where you want to be:
- Education
- Retirement
- Future Plans
2. Evaluate Assets
What you have
- Investments
- Accounts
- Real Estate
5. Implement Strategies
Activate the plan:
- Asset allocation
- Tax strategies
- Estate Planning Techniques
4. Provide Options
How to get there:
- Detailed Recommendation
- Comprehensive Written Report
- Private Financial Web Page
3. Perform Gap Analysis
What you need:
- Managing Cash Flow
- Insurance
- Asset Allocation
- Savings Plans
- Tax Strategies
- Annuities Options
- Risk Tolerance
1. Project Your Goals
where you want to be
- education
- retirement
- future plans
2. Evaluate Assets
What you have:
- Investments
- Accounts
- Real Estate
3. Perform Gap Analysis
What you need:
- Managing Cash Flow
- Insurance
- Asset Allocation
- Savings Plans
- Tax Strategies
- Annuities Options
- Risk Tolerance
4. Provide Options
How to get there:
- Detailed Recommendation
- Comprehensive Written Report
- Private Financial Web Page
5. Implement Strategies
Activate the plan:
- Asset Allocation
- Tax Strategies
- Estate Planning Techniques
6. Monitor Your Plan
Optimize to address goals:
- Performance Thresholds
- Automated Alarms
- Periodic Evaluation
For more information about our comprehensive financial planning services, see our Wealth Management brochure or our IRA Rollover Guide to get started.
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 you can make the right decisions for you and your loved ones.
To schedule a consultation, call our offices at 516-763-9700 or complete our contact form.
Own Your Journey
It’s Your Journey — we will help you own it.
