A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Pinnacle Retirement Group, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Pinnacle Retirement Group
(610) 707-9170

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Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter.

At Pinnacle Retirement Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

  • We identify the values and beliefs most important to you and your family.
  • We establish a clear set of short & long-term financial goals based on your values & beliefs.
  • Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.

A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.

Some of our Financial Services include the following, but not limited to:

  • Annuities
  • College Funding
  • Fixed Indexed Annuities
  • IRA & 401(K) Assets and Planning
  • IRA, 401(K) and 403(B) Rollovers
  • Lifetime Income Planning
  • Retirement Income Planning
  • Safe Money Options
  • Social Security
Retirement Planning

We are Pinnacle Retirement Group professionals. We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

  1. What do you visualize yourself doing on your journey through your golden years?
  2. How are you going to position your life savings to provide funding for your vision?
  3. How can we position those assets in a way that provides you confidence and peace of mind?
  4. What are you going to do when and if the unexpected happens?
  5. What will happen to your assets when it’s time for you to pass on?
Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Some of our Insurance Services include the following, but not limited to:

  • Critical Illness Insurance
  • Final Expense Life Insurance
  • Health Insurance
  • Indexed Universal Life Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicaid Crisis Planning
  • Medicare Supplemental Insurance

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

Ready To Take

THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (561) 629-7820