• Reduce or eliminate tax on their social security benefits
• Demonstrate ways to receive market linked returns without the market risk
• Create dependable income streams
• Plan for asset protection if they are confined to a qualified nursing home
• Maximize assets for their heir

We are committed to helping our clients protect their dreams by making their retirement less stressful and more enjoyable.

Why Us

Personal Invitation from Richard Kelly

As an independent firm, we utilize a conservative approach to wealth creation and preservation by providing unbiased recommendations to meet our client's individual financial needs.

Retirement is the most challenging financial time in your life. We strive to provide retirees with strategies and quality products that will protect their desired lifestyles. At The Pinnacle Annuity Corporation, we show our clients how to achieve their financial goals without subjecting their principal resources to stock market risk. They have worked hard for their money and we firmly believe it should work just as hard for them.

Our clients each have unique challenges to their financial futures, but they all desire and deserve comfortable and quality retirements that will last a lifetime. They count on us for the information they need to make wise decisions and for appropriate financial products to help them achieve their goals.

Sincerely,

Richard K. Kelly
President