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.
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