Welcome to Pinnacle Retirement Solutions
We specialize in comprehensive retirement income planning for people that are already enjoying or nearing retirement. We're located in Cary, NC and provide advice which includes: Retirement Income Planning, Investment Management, Insurance Services, Social Security Maximization Strategies, and IRA Distribution Planning.
The mission of Pinnacle Retirement Solutions is to be your partner in Growing, Protecting, and Distributing your wealth as you navigate the waters of retirement.
As our client's Advisor, we meld your goals, experiences, fears, dreams, likes, and dislikes with quantifiable fact to build a customized plan.
Our services and strategies focus on providing tax-efficient assets and retirement solutions to assist you in reaching your goal of financial independence.
Mark Courtemanche, CLU, ChFC
Chartered Financial Consultant
Mark Courtemanche is the President of Pinnacle Retirement Solutions and a 2nd generation advisor with over 25 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where he also played baseball. Mr. Courtemanche earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and also holds the Life Underwriter Training Council Fellow (LUTCF) designation. Mr. Courtemanche has also earned the National Social Security Advisor (NSSA) certification from the National Social Security Association, LLC.