Pinnacle Retirement Solutions

Pinnacle Retirement Solutions is a financial services practice focused on retirement planning. Its work centers on retirement income strategies, wealth management and insurance products, including annuities. Investment advisory services are offered through AE Wealth Management, a registered investment adviser, while insurance products are handled by the insurance side of the business. The process begins with a meeting to talk through what a retirement should look like, followed by a review of current finances and a custom strategy.

New clients can book a meeting online or call the Cary office, located in Suite 108-15 on Kildaire Farm Road. The firm also hosts informational seminars on retirement income and wealth management. Because insurance and investment advice fall under different regulatory rules, the team can explain which services apply to a given situation before any decisions are made.