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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that home, you invested that money?
A quick history of the Federal Reserve and overview of what it does.