When should I meet with an Advisor?
Financial planning is all about you. Your goals, your risk tolerance, your assets, and of course your liabilities. A meeting is right for you if you ask yourself any of the following questions.
- Am I saving enough to meet my retirement goals?
- Are my investment accounts allocated appropriately for my risk tolerance and age?
- How will my annual expenses change throughout retirement?
Take the first step towards reaching your financial goals.
We’ll send you a retirement income planner to help you start budgeting and consolidating statements for your initial consultation.
Initial consultations are free of charge.
Your Local Team
Servicing individuals, business owners, not-for-profits, and large retirement plans across New York state for over 26 years.
Contact us at TeamEagles@Pinnacle-LLC.com to get started!
Jeremy Kidd
Partner / Financial Advisor
John Bianchini
Board of Directors / Financial Advisor
Dario Vacco
Partner / Financial Advisor
Josh Kimber, CFP®
Financial Advisor
Kathy Hierholzer
Financial Advisor / Group Administrator