Pinnacle Investment Advisors Inc

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Today: Closed

Tomorrow: 8:30 am - 5:00 pm

(734) 662-1746Call Visit WebsiteVisit Website Map & DirectionsDirections206 S 4th AveAnn Arbor, MI 48104 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm
Sat - Sun	Closed

Places Near Ann Arbor with Financial Planners

Saline (13 miles)
Dexter (13 miles)
Ypsilanti (14 miles)
Willow Run (14 miles)

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Other Link: http://pinnacleinvestment.net
Categories: Financial Planners, Accountants-Certified Public, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments

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Phone: (734) 662-1746

Address: 206 S 4th Ave, Ann Arbor, MI 48104

Website: http://pinnacleinvestment.net

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Pinnacle Investment Advisors Inc

Tax Planning
Our goal is to work with our clients to help minimize their tax obligations. All of the managers of Pinnacle Investment Advisors, LLC are CPAs with extensive experience in tax matters and can assist the clientele with tax planning recommendations.
Estate Taxes
Tax Services
Income Tax
Generally, the company owns the policy, the premiums are not deductible, and the death proceeds are received by the company free of income taxes (although there may be alternative minimum tax (AMT) consequences for businesses organized as C corporations).

Investment Management
The information available on this Site is of general nature, and should not be construed as financial advice. Please contact your professional Fee-Only Investment Advisor regarding your specific investment planning needs.
Mutual Funds
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. We primarily recommend no load mutual funds and our fees are strictly asset-based management fees. These mutual funds and fee structure help avoid potential conflicts of interest involved when commission-based products are recommended.
Bonds

Accounting Services

Financial Planning
Financial plans or information shown on this site are for illustration purposes only. Financial Planning is long term oriented. Any strategies that you consider implementing, or changes in your financial situation should be brought to the attention of your professional Fee-Only Investment Advisor.
Retirement Planning
All of our clients want to retire with sufficient savings and investments to live comfortably without having to worry about outliving their savings. Sometimes, the calculations and absolute dollars can seem astounding. We prefer to use an integrated approach to retirement planning which includes...
Annuities
Long Term Care
Insurance review. Many people overlook or fail to adequately review their insurance coverage on a regular basis. A financial planner can assist you in analyzing your insurance including life, disability, long-term care as well as other types of general liability coverage.
Asset Management
College Funding
Saving for college. Besides sorting through the vast array of investment options, it is wise to consider financial aid and tax issues. It is also important for families to weigh their retirement funding needs against college savings plans.

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