Pinnacle Wealth & Benefits Strategies, Inc
For more than 40 years, we have helped the closely held business owner and high net worth individuals grow their businesses, preserve their assets, and achieve financial security.
Combining a team approach to Integrate our varied areas of expertise and the full spectrum of financial services we are able to provide unique insight into your financial world. This allows us to provide a comprehensive approach that can help simplify your life.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The federal government requires deceased individuals to file a final income tax return.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Currency has been around for a long time. Here’s a quick history lesson.
Life insurance proceeds are generally tax-free. But not in all cases.
A change in your mindset during retirement may drive changes to your portfolio.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.