Pinnacle Investments, Inc.

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About

Pinnacle Investments, Inc., East Syracuse

More and more people are realizing that they can retire comfortable if they take the time to coordinate their plans.We offer a free financial review to help you get the most out of your retirement. Prior to our first meeting we ask you to complete a simple fact-finding form that lists the information on your current situation. This information is carefully reviewed with you during our first meeting.Together, we determine your financial strengths and weaknesses. We will point out any areas that will help you reduce your tax bill, improve your portfolio diversification, and protect you from the unexpected. We review your insurance needs and determine if you are paying too much for your current coverage and what amount you actually need.We review your current estate plan to help you determine if your planning will limit your probate expenses and provide for a timely and cost-effective transfer of assets at your passing. Your cash flow needs are discussed so as to best enable you to meet y

Category

Investments Miscellaneous