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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Being healthy not only makes you feel good, it may also help you financially.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.