Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a substantial toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with working towards your overall financial goals.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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.
Rockville Centre, NY 11570