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Investing

Investing

Saving for College as Easy as 5-2-9

You have several options for financing your children’s education. Learn more about 529 plans.

Safeguard Your 401(k) in Down Times

There are steps you can take to help stem the flow of money out of your retirement accounts.

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How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.