Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals. At Pinnacle Financial Network we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We strive to provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
A Special Message from Ken New
CCO, CFP®, MPASSM, CASL®
I am delighted to share some good news with you today! After over 15 amazing years on the Space Coast serving as your financial advisor, I am pleased to announce and bring you even more financial planning services as part of our Pinnacle Financial family.
Your future success is deeply important to me and I have planned this addition to our firm carefully to best serve you in 2015 and beyond. As part of this goal, I am proud to introduce my new partner and member to our team, Amy Irvine, CCO, CFP®, MPASSM, CASL® from Corning, New York to you.
I found the same important core values of integrity, service and a client-first attitude in Amy. I know she is an asset to us already and brings over 20 years of financial planning and industry experience to our firm. Amy will oversee all the financial planning services we can now offer you, while I continue to provide the same services I always have to you.
Amy is very excited to get to know you and learn about your hopes and goals for the future. Together, we have developed some easy steps to transition any other financial planning needs and asset management services you prefer to have Pinnacle Financial Wealth Management manage or add in the future. I thank you for the trust you have placed in me over the years. It is a privilege and an honor to serve you and your family. If you have any questions, please give me a call at (321) 454-3623.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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It's important to understand the pros and cons when considering a prepaid debit card.
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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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The importance of life insurance, how it works, and how much coverage you need.
A quick history of the Federal Reserve and overview of what it does.
With alternative investments, it’s critical to sort through the complexity.
There are things you can do to keep yourself safe when you lose your wallet.
Are Real Estate Investment Trusts right for your portfolio?
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.