Our Services

Pinson Financial Advisory serves  individuals and businesses in many areas of financial planning, including:

• Retirement Planning - Making the most of your employer-sponsored retirement plans (401(k), 403(b), 457, Keogh, SEP-IRA, SIMPLE) and IRAs. Co-ordinating the conversion of employer-sponsored plans to appropriate IRA's.  Avoiding potentially devasting and unnecessary tax costs due to faulty beneficiary designation mistakes.  Providing guidance for "Stretching" distributions possibly for generations. Determining how much you need to retire comfortably. Managing assets before and during retirement while co-ordinating proper Legacy goals. 
• Tax Management - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists. 
• Estate Planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Assisting with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
• Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
• Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.
• Investments - Providing sophisticated, open architecture investment platforms using world-class money management firms.  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you potentially reach and exceed your goals.  
• Employee and Executive Benefits - Helping your business attract and retain qualified employees through effective benefit packages.  Working with Executive/Owners to develop special benefits not available to other employees.