PINNACOR FINANCIAL GROUP, INC.®

 A Solutions Centered Wealth Management Firm


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Firm Profile
Making your financial vision a reality takes hours of dedicated study, diligent research and unwavering commitment. At Pinnacor Financial Group, Inc., the focus is on helping you develop and examine your life goals, analyze possible risks and help you stay on course to the ultimate vision of your personal financial future. We bring the strength and stability that comes from years of service as a trusted provider of personalized financial services to executives, professionals, and affluent families. The guiding principles of honesty, integrity, expertise and results have served our clients well and enabled us to maintain long-term client relationships.
  

 
 
Professional Services 
· Investment Advisory Services
· Portfolio Management
· Insurance Planning
· College Funding Planning
· Estate Planning
· Retirement Planning 
· Employer Sponsored Retirement Plans (401(k),401(a),403(b),457, SIMPLE)
· Small Business Planning (Employee benefits, Business continuation) 
· Asset Allocation
· Financial Planning
  
 

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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