At Pinnacle Worldwide, Inc., we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Additional Services
We offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses.
Debt and Financial Services
Sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
Personal Mortgage Services
We’ll help you to determine whether you qualify for a mortgage based on your current and projected income.
Personal Bankruptcy Services
Help you navigate through the difficult process. Identify and recommend any possible alternatives to help you to understand your options.
Educational Funding Services
Help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans,and more.
Investment Review and Analysis
Perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships.
Retirement Planning Services
We will listen to your objectives and goals, evaluate your current circumstances, and work with you to formulate an achievable retirement plan.
Estate Planning Services
We can review your financial position, recognize potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments to maximize your assets and protect your beneficiaries.
Forensic Accounting Services
We offer tailor-made forensic accounting services, including expert analysis, reporting, and testimony in areas such as business valuation, accounting malpractice, fraud, and more.