Guiding our team with unwavering dedication, Ken New serves as our esteemed Financial Advisor. With a commitment spanning over two decades, Ken focuses on educating retirees and pre-retirees on financial strategies. His visionary leadership is driven by a passion for mentorship and empowering both clients and team members. Ken’s respected presence in the financial industry, coupled with his dedication to excellence, creates a harmonious team environment built on core values of integrity and expertise.
Meet The Team
The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.
Leadership and Vision
Ken New, Financial Advisor
The Backbone of Pinnacle
Services Team
Pinnacle’s Services Team is the backbone of our organization, excelling in client services, business operations, and tax preparation. They collaborate to drive seamless operations and meet clients’ unique needs, fueling our mission for exceptional financial solutions.
Education:
Associate of Arts, General Studies – Eastern Florida State College
In 2023, Jennifer enhanced her professional qualifications by earning a Series 7 General Securities License. This achievement underscores her dedication to continually improving her financial knowledge and ability to serve clients at the highest level.
Education: Jennifer holds a Bachelor of Science in Family & Consumer Science from Carson Newman University.
Comprehensive Financial Solutions
The Virtual Family Office
The Virtual Family Office embodies our commitment to providing comprehensive financial solutions tailored to your needs. Drawing upon the expertise of our professionals in wealth enhancement, risk management, and financial navigation, we ensure that you have access to a wide range of services. With a focus on personalized guidance and support, we bring the proficiency of our team to assist you in achieving your financial goals.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Life insurance and LTC Specialist
Estate Planning Specialist
Research and Development Tax Credits
Leveraged Deductions
Tax Return Preparation Specialist
Long Term Care Specialist
Tax Mitigation Specialist using Solar Investment Strategies
Customized Business Owner Benefit Plans and Employee Retention Plans
Healthcare insurance and Medicare Specialist
National Disability Insurance Specialist
Private Reinsurance Specialist
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Employee Retention Credits & Research and Development Tax Credits
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Charitable Gift Financing / Life Settlements and Investments
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Tax Resolution Specialist
Advanced Qualified Plans
Estate Planning ($0 to $5m)
R&D Tax Credits
Outsourced Staffing Services
Tax Mitigation - Leveraged Deductions
Advanced Tax and Estate Planning
Business Growth Consultant
Premium Financing (Min $2.5 Million Net Worth)
Captive Insurance Companies
Business Exit Planning
Business Valuation (Certified Valuation Study)
Social Security Specialist
Advanced Tax and Estate Planning
Software Services (Tax Review System)
Tax Planning - Qualified Plan Transfer and Capital Gains By-Pass Planning
Leadership, Cultural and Business Growth Expert
Cost remediation specialist for businesses and business owner’s personal expenses.
Cost Segregation
Charitable and Legacy Planning Specialist
Advisor Growth Coach
Cost Remediation - Property Tax Reduction and Economic Incentives
ESOP Expert
Outsourced Bookkeeping, CFO and Tax Professionals
Individual and Business Tax Mitigation Specialist
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Captive Insurance Alternatives
Outsourced Payroll and HR
Tax Incentives for Export Businesses
Estate Planning Specialist (Estates $0 to $5m)
Business Valuation (BizEquity)
Disability Insurance Specialist - Provider of DI Planning Software
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Outsourced CFO Specialist
Digital Employees and Robotics
Invest Without Guessing About Risk.
You’re going to appreciate how Pinnacle empowers you to become a fearless investor. Take our 5 Minute Risk Survey today.