Extended Care: A Patchwork of Possibilities File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches

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

Amy Irvine,

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.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

View all videos arrow