General Investment Advisory Services offered through Pinnacle Wealth Management Partners, Inc, a State of Michigan Registered Investment Advisory firm. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that our sister firm, Pinnacle Tax Advisory, LLC can provide tax advice. Pinnacle Wealth Management Partners, Inc and Pinnacle Tax Advisory, LLC and its affiliates do not give legal advice. You are encouraged to consult an attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are offered through Pinnacle Tax Advisory, LLC which is a state of Michigan licensed Insurance Agency.
Annuity products may not be available in all states. Insurance companies represented by Pinnacle Tax Advisory, LLC may change interest rates and offerings without notice.
All views expressed by Pinnacle Wealth Management Partners, Inc and its advisors are done so as merely a free opinion, based on such investigations as are deemed reasonable, and are not in any way to be construed as investment or tax advice. A firm specific financial planning or investment advisory agreement must be in place to be considered specific investment advice to any client. All readers are solely responsible for making their own investment decisions, and it is recommended that any views or suggestions contained within this document should be reviewed by a licensed tax or financial advisor prior to implementation. Neither Pinnacle Wealth Management Partners, Inc nor its members make any personal guarantees as to the accuracy of this information, or the financial success of anyone who bases their investment decisions in an effort to implement the suggestions contained within this document. Any references made to "safety" or "guarantees" refer to the insured nature of fixed annuities, but are subject to the solvency and claims-paying ability of the underlying insurance companies where the policies are issued.