Our mission is to provide our clients with the guidance necessary for sound financial planning. All of us at Pinnacle Investment Advisors, LLC are dedicated to helping our clients meet their financial goals. We specialize in investment management and retirement planning. Other services include insurance recommendations and implementation, advice on income tax, gift and estate tax, trusts, and mortgage issues.
Pinnacle Investment Advisors, LLC is registered to do business in Michigan and Florida. Our approach is quite simple. We want to provide personalized investment service to all of our clients in a style where financial recommendations are easily understood by everyone involved. We feel that it is critical to first listen to all of your financial goals and objectives before making any judgments.
Pinnacle Investment Advisors, LLC is registered to do business in Michigan and Florida. Our approach is quite simple. We want to provide personalized investment service to all of our clients in a style where financial recommendations are easily understood by everyone involved. We feel that it is critical to first listen to all of your financial goals and objectives before making any judgments.
Services
We offer investment advice based on computer models and ancillary services to develop and manage each client's portfolio in a sophisticated asset allocation program. Our focus will be on asset allocation and professional management.
Our investment approach employs the use of Modern Portfolio Theory which helps provide solutions for improved risk management, the objective design of investment portfolios, and the selection of appropriate investments.Before we generate an asset allocation plan, an initial interview and data-gathering questionnaire is completed by the client to determine their goals, needs and risk tolerance.
Our investment approach employs the use of Modern Portfolio Theory which helps provide solutions for improved risk management, the objective design of investment portfolios, and the selection of appropriate investments.Before we generate an asset allocation plan, an initial interview and data-gathering questionnaire is completed by the client to determine their goals, needs and risk tolerance.
David joined Edwards, Ellis, Armstrong & Company in 1992, and became a partner in 2007. He is both a tax expert as well as a financial advisor. He received his BBA in accounting at the University of Michigan with high distinction and then continued to get his MS in Taxation with Summa Cum Laude from Walsh College.
Organize your finances. Many individuals lack the skills and discipline to manage their own finances. A planner can help create a budget, prioritize goals and objectives, and recommend ways to optimize cash flow. Planning for retirement. Although building up a substantial nest egg is critical, it is equally important to have proper withdrawal strategies.
Many people assume that because death benefit proceeds from a life insurance policy are generally not considered taxable income to the beneficiary, a life insurance policy is out of the reach of the Internal Revenue Service (IRS).
However, when the policy's death benefits are added to the appreciated value of your home and savings, it may come as a shock to find that the value of your estate may exceed the $2,000,000 applicable exclusion amount for 2008 (scheduled to increase to $3.5 million by 2009 based on the Economic Growth and Tax Relief Reconciliation Act (EGTRRA)).Taxpayers should be aware that that federal estate taxes are scheduled for full repeal in 2010.
However, when the policy's death benefits are added to the appreciated value of your home and savings, it may come as a shock to find that the value of your estate may exceed the $2,000,000 applicable exclusion amount for 2008 (scheduled to increase to $3.5 million by 2009 based on the Economic Growth and Tax Relief Reconciliation Act (EGTRRA)).Taxpayers should be aware that that federal estate taxes are scheduled for full repeal in 2010.
Pinnacle Investment Advisors, LLC ("Pinnacle Investment Advisors") is a Registered Investment Advisory Firm regulated by the State of Michigan in accordance and compliance with applicable securities laws and regulations. Pinnacle Investment Advisors does not render or offer to render personalized investment advice through this medium.
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