Tax Planning


Comprehensive Planning to Minimize Tax Liability


Own Your Journey with The Pinnacle Financial Group.


The Elephant in the Room

Few people like to think or talk about taxes, but they can’t be ignored. At The Pinnacle Financial Group, we believe the best approach is a direct one. We’ll carefully structure your portfolio and your finances to minimize your tax burden, so that you can take home more of what you’ve worked so hard to earn.

We understand that the tax code, with its myriad rules, regulations, varied deductions, credits, and breaks can leave you cross-eyed. We also believe, though, that the financial advantages of skilled tax planning can be substantial. Let us help.


Tax Planning

It’s a simple fact of life—the more financially successful you are, the complex your tax situation will be. Putting a plan in place ensures that you are prepared for any contingency, and that you’ve taken every legal measure to minimize your tax liability.

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.