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Define what's important to you. Start here. Make a plan. Enjoy life.

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Founding Principle:
To help people confidently enjoy life.

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To Be the most trusted financial resource for regular people.


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Make better financial and lifestyle decisions with relevant and timely information.


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WELCOME TO PINNACLE WEALTH MANAGEMENT.

At Pinnacle Wealth Management, in Sioux Falls, SD we do wealth advising differently. This is important in an industry that is becoming commoditized. Financial Planners, Advisors, and the firms they represent all seem to sound alike leaving you to compare service list and fees. We believe your financial plan should have your life goals at its central focus. We are committed to your financial success, but are more concerned with how that success allows you to pursue what is important to you. Together, we implement a customized strategy rooted in your hopes and your dreams so you can find the ideal balance between living for today and preparing for tomorrow.

Everything we do, we believe should help people confidently enjoy life.

Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Pinnacle Wealth Management, Financial Planning Consultants, Sioux Falls, SD