Pinnacle Financial Wealth Management

Pinnacle Financial Wealth Management Pinnacle Financial Wealth Management is a private financial planning firm founded & owned by Ken New.

Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA's, fellow advisors, and attorneys. Ken New brings more than 30 years of financial industry experience and is the founder & owner of Pinnacle Financial Wealth Management and the host of the Proactive Tax Strategies Podcast. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken New is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes.

What if part of your retirement income could be designed to last for life?Guaranteed lifetime income can potentially pro...
09/08/2026

What if part of your retirement income could be designed to last for life?

Guaranteed lifetime income can potentially provide another layer of predictability within a retirement strategy.

Right now, Allianz is offering a limited-time 35% premium bonus on Allianz Benefit Control+® through October 5, 2026. The product also offers lifetime withdrawals with the potential for income increases, subject to the contract's terms and limitations.

But we're not suggesting that everyone needs an annuity.

We're asking a bigger question:

How much of your retirement income can you count on—and is that enough?

👉 Let's take a closer look at your retirement income strategy

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. S...
09/06/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

Thinking about no-exam life insurance? You’re not alone. More people are exploring this type of policy because of the sp...
09/04/2026

Thinking about no-exam life insurance? You’re not alone. More people are exploring this type of policy because of the speed and convenience they offer. However, there are still important details to understand before choosing this coverage. Swipe to learn more.

If you’d like help comparing your options or understanding which type of policy may work best for your needs, contact us today. We’d be happy to help you explore your coverage options.

Who do you know that's getting ready for retirement?Your spouse?Your brother or sister?A friend?A neighbor?A coworker?In...
09/03/2026

Who do you know that's getting ready for retirement?

Your spouse?

Your brother or sister?

A friend?

A neighbor?

A coworker?

Invite them to join you at The Changing World of Retirement Planning™ this fall!

We're bringing the workshop back to Brevard County for adults ages 50–70.

And there's no cost to attend—including registration and the two-workbook set.

Because retirement planning is too important to leave to chance.

Whether you're:

✔️ A few years from retirement
✔️ Already retired
✔️ Reconsidering your retirement strategy
✔️ Or simply looking for a refresher

There's always something new to learn.

📍 Embry-Riddle Aeronautical University – Space Coast
📅 September 10 & 17
📅 September 15 & 22
📅 September 19 accelerated class

Seats are available now.

👉 CALL TO REGISTER (3 2 1) 4 5 0 - 7 0 2 6

Don't gatekeep good retirement information—share it!

Retirement isn't just about how much you've saved. It's about how much income your savings can provide.Building a retire...
09/03/2026

Retirement isn't just about how much you've saved. It's about how much income your savings can provide.

Building a retirement portfolio is one challenge.

Turning those assets into sustainable income that can potentially last for decades is another.

Before you retire, ask yourself:

“What is my plan for turning my retirement assets into a paycheck?”

If you haven't answered that question yet, we'd be happy to help you explore your options.

👉 Reach Out To Schedule a Retirement Income Planning Conversation!

One of the biggest retirement risks isn't simply how much the market declines.It's when the decline happens.A significan...
09/03/2026

One of the biggest retirement risks isn't simply how much the market declines.

It's when the decline happens.

A significant market downturn early in retirement can be particularly challenging when you're simultaneously withdrawing money from your portfolio.

That's why retirement income planning needs to consider more than average investment returns.

Your retirement strategy should be designed for real-world markets—not perfect ones.

Want to understand how your retirement income strategy could respond to a significant market downturn?

👉 Schedule a Retirement Income Planning Conversation

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life i...
09/02/2026

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life insurance. The good news is that there are several simple steps you can take to better protect your family’s future.

Swipe for key statistics and steps to consider. As always, we are here to help ensure you have the right life insurance protection. Reach out today for assistance with any of the steps we’ve recommended or to further explore coverage for your family.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/01/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Did you know there’s more than one way to walk away from a life insurance policy that no longer fits your needs? A life ...
08/31/2026

Did you know there’s more than one way to walk away from a life insurance policy that no longer fits your needs? A life settlement allows you to sell your policy to a third party in exchange for a lump sum. This can be a strategic option when premiums become burdensome or your financial priorities shift. Swipe through to learn more about what policies may qualify.

If your life insurance policy no longer aligns with your goals, it may be worth exploring your options. Contact us to discuss your situation and determine whether a life settlement is a good fit for your financial strategy.

Address

1351 N Courtenay Pkwy, Suite BB
Merritt Island, FL
32953

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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