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.
Are you taking too much risk with your portfolio? Or not enough risk? Find out now!
Years of experience have prepared us to guide you through your life transitions.
Should you rollover your 401k when you retire or change jobs? There are many factors to consider.
Do you have enough life insurance, or too much?
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.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.