Financial Advisor Retirement Planning
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SERVICES AND AREAS OF EXPERTISE
Investment and Family Estate Planning*
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Help to organize your financial situation.
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Help to formalize your goals and put them in writing for you.
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Help you to prioritize your financial opportunities and set realistic goals.
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Aim to offer recommendations that can help to maximize your portfolio.
Investment Review and Monitoring
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Review your investments in your company 401(k) or 403(b) plans. *
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Provide Rollover IRA accounts for tax-free rollovers of funds from former employers and retirement plans.*
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Review your existing IRAs, annuities, and life insurance.*
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Prepare an asset allocation to help you achieve the best rate of return for a given level of risk tolerance.
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Ongoing due diligence on money managers and investment managers in order to help make appropriate recommendations.*
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Provide assistance by trying to help you improve your security investment performance.*
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Work with your tax and legal advisors to help you with your financial goals and commitments.
Personal Relationships with our clientele
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Proactively keep in touch with you.
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Make sure that Pinnacle Advisory Group, LLC provides excellent service at all times.
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Welcome referrals from clients.
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Remain only a telephone call away to answer financial questions for you.
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Help to educate you on retirement issues.*
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Maintain strict confidentiality with your financial information.