Services Offered

Social Security Analysis

As the population ages, more people are faced with the decision of when to take social security.    It is important to make the correct choice for your situation. 

Retirement Cash Flow Analysis

 It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives.

Roth Conversion Planning

Converting qualified 401(k) assets to a Roth IRA can be a risk free and cost free way to raise your annual discretionary spending.

Income Tax Planning

A continuing education requirement keeps CPAs up-to-date about constantly changing tax laws so they can provide prudent, year-round tax-management counsel.

Education Planning

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. 

Strategic Business Planning and Consulting

Business owners have a different set of needs than individuals and families. In many cases, however...

Risk management Planning

Risk is a part of life. It’s how you deal with it that counts. While most of us immediately think of managing risk...

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. 

© 2010 - current year Pinnacle Financial Planning. All Rights Reserved