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Your employees are your greatest asset.

Specialists in assisting business clientele with choosing the right retirement plan for them and their employees.

Employer sponsored plans:

  • 401(k)/403(b) plans*

  • Profit−sharing plans*

  • Money purchase pension plans*

  • Defined benefit plans*

  • SIMPLE IRA retirement plans*

  • SEP IRA*

Employer sponsored plan services:

  • Onsite employee enrollment

  • Onsite employee education

  • Plan Benchmarking

  • Investment Analysis*

  • Fiduciary Responsibility Check-up

Call

Tel: 541-368-8922

Tel: 505-850-3151

Fax:  303-626-0614

Text: 503-212-0029

Contact

tsmith@worldcapitalbrokerage.com

© 2018 Pinnacle Advisory Group, LLC

*Securities services offered through World Capital Brokerage, Inc., 1636 Logan Street, Denver, CO 80203. (888) 742-0631. Member FINRA, SIPC.

*Investment advisory services offered through Investment Research Corporation, 1636 Logan Street, Denver, CO 80203. (303) 626-0634. A registered investment adviser. **Pinnacle Advisory Group, LLC is not an affiliated company of World Capital Brokerage, Inc. or Investment Research Corporation.

Todd C. Smith MBA, CIMA® is licensed and authorized to conduct life insurance business in Oregon, Texas, Missouri and New Mexico, and securities-related business in Oregon, Texas, Colorado, Missouri and New Mexico. Todd C. Smith MBA, CIMA ® is also a Registered Representative of World Capital Brokerage, Inc. and an Investment Advisory Representative of World Capital Brokerage Advisory Services, Inc.

This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

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