Discover the benefits of Protection, Simplicity, and Reasonable Rate of Return** in retirement. With so many insurance and retirement professionals out there, it can be difficult to know who to trust. Our team offers a simple, clear strategy to protect your money for the long-term and provide a lifetime of income that cannot be outlived.
If your goals involve protecting your retirement savings and establishing an income you can count on, let's connect. We are dedicated to giving you options that help protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future.
If your goals involve protecting your retirement savings and establishing an income you can count on, let's connect. We are dedicated to giving you options that help protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future.
Services
Shari Rubin-Taylor, the founder of Pinnacle Financial Advisors of America LLC, is a well-known and respected nancial professional in the South Florida area. She considers herself truly fortunate to have worked with countless seniors, families, and individuals in reaching their retirement or pre-retirement needs in Florida since 2003, along with helping many to feel good about their retirement strategies.
Pinnacle Financial Advisors of America, LLC has the knowledge to assist you in making educated decisions. We'll explain your options in easy-to-understand terms and be there for you every step of the way. With costs of living rising, the increase in medical care, and other economic factors, retirement strategies are adapting.
Annuities can provide a guaranteed lifetime income*. In addition, fixed annuities and fixed index annuities also provide protection of your principal, regardless of market conditions. In this way, both of these annuity types could help you secure your retirement savings. However, fixed index annuities (FIAs) offer additional advantages.
In addition to providing lifetime income options, our practice also offers tax-free* income choices for retirees as well. Certain life insurance policies, such as indexed universal life insurance (IUL) may provide a way to take income during retirement, tax-free*. Because an IUL is not an investment, it is not subject to the same rules as traditional retirement account options.
Each client relationship we have aims to focus on these three values: Safety, a Reasonable Rate of Return** and Keeping it Simple. Contact us today to review your unique situation and discover which options may be right for you. Our approach uses 3 core guiding principles to help develop your retirement strategy.
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