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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tax preparation may be the perfect time to give the household budget a check-up.
What kind of auto insurance should you have? Do you know?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, covering how bond laddering works.