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Pinnacle Financial Wealth Management

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Pinnacle Financial Wealth Management

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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.

11/05/2026

National Veterans Homeless Support (NVHS) is a local Brevard County nonprofit organization that was founded in 2008 by George Taylor Sr. and his friends who were passionate about helping homeless veterans in their community. They started by going out in the woods in Titusville to find homeless veterans, give them food and encourage them to enroll in the VA. Their mission soon evolved to eliminate homelessness among veterans in Central Florida by providing street outreach, housing assistance, and transitional housing facilities.

What makes NVHS truly unique is the fact that they tackle homelessness directly where it exists…on the streets of their community. They proactively go out to find their clients through street level outreach where they live, provide basic needs to ensure their survival and build rapport, and connect them to any organization that offers a service beneficial to them, rapidly moving from homeless to housed.

We invite you to join us in supporting those who have served our country by participating in our upcoming food drive benefiting National Veterans Homeless Support. Your contributions will directly assist local Veterans in need, helping to provide them with essential food and resources as they transition to a more stable life. If you would prefer, you can also donate directly to National Veterans Homeless Support securely through the options on NVHS's website.

DONATION LOCATION: Pinnacle Financial Wealth Management, 1351 N Courtenay Pkwy, Suite BB, Merritt Island, FL 32953
DONATION DATES: Donations will be accepted in our office from Tuesday, Nov 3rd through Tuesday, Nov 17th.
DONATION HOURS: Our donation days are TUESDAY-THURSDAY ONLY each week from 9:00am-4:00pm
HOLIDAY EXCEPTION: Please Note, our office will be closed on Wednesday, November 11th (Veterans Day).

11/04/2026

November is National Long-Term Care Awareness Month, and we want to share a perspective that does not always come up in these conversations: Your life insurance policy may already be part of your long-term care plan.

Many modern life insurance policies include features that can help cover care-related costs during your lifetime. Here is what to know:

✅ Accelerated death benefit riders allow you to access a portion of your life insurance death benefit early if you are diagnosed with a qualifying terminal or chronic illness. Funds can often be used however you need them, including for care costs and living expenses. Benefits vary by policy.

✅ Chronic illness riders allow you to access a portion of your death benefit if you become chronically ill and are unable to perform at least two of six activities of daily living. Qualifying conditions and benefit amounts vary by policy.

✅ Long-term care riders offer benefit structures similar to standalone long-term care insurance policies, often with more comprehensive coverage than a chronic illness rider alone. Terms vary significantly by carrier and policy.

These features are designed to complement a long-term care plan, not replace one. Long-term care planning works best as part of a broader financial strategy developed well before care is needed. Nearly 70% of people turning 65 today will need some form of long-term care, and the earlier you plan, the more options you will have.

If you have questions about whether your current coverage includes these features or want to explore your options, do not hesitate to reach out. We are here to help.

11/02/2026

November is Long-Term Care Planning Month, making now a good time to reflect on how the cost of long-term care can impact a person's finances. The cost of long-term care is among the largest and most unpredictable expenses a person can face in retirement, yet it is among the least planned for.

Swipe through for a practical guide to the key considerations of long-term care costs before they catch you off guard.

As always, if you have questions about planning for the costs of long-term care or want to talk through your options, do not hesitate to reach out. We are here to help.

11/01/2026

On November 1st, daylight saving time ends, and the clocks fall back an hour. This shift not only gives us an extra hour of much-needed sleep but also serves as a timely reminder to take care of a few things around the house as we approach winter.

So, that said, here is a quick home checklist worth running through as the days get longer:

✅Turn back any clocks that do not automatically adjust themselves before bed on Saturday night.

✅Test and replace the batteries in your smoke and carbon monoxide detectors. This is one of the easiest ways to keep your household safe heading into winter.

✅Check your outdoor and security lighting. As daylight hours get shorter, having well-lit outdoor spaces can be a key safety step.

Taking care of these small to-do list items can make a real difference in how safe and prepared your home feels all season long.

As always, if there is anything we can assist with, do not hesitate to reach out. We are here to help.

10/31/2026

Halloween is all about spooky stories, but some financial scares can linger long after October 31st. While they may not seem alarming at first, certain financial habits can have a lasting impact on your long-term goals and financial well-being. Swipe to learn more.

If you would like to discuss your financial goals and create a strategy designed for your future, contact us today. We are here to help you build confidence and navigate the financial frights that can stand in the way of long-term success.

10/30/2026

This Halloween, we just wanted to stop and say that, no bones about it, your continued trust and support mean the world to our team!

We are so grateful to be able to continuously support you and are here to support whatever other needs you may have before the year wraps up.

Wishing you and yours a safe Halloween!

10/28/2026

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from AllRecipes are as fun to make as they are to eat.

It's festive, filling, and, honestly, pretty impressive-looking when it comes out of the oven. Our team couldn’t resist sharing!

Wishing you and yours a safe and happy Halloween!

📖: https://www.allrecipes.com/recipe/8284459/jack-o-lantern-stuffed-peppers/

10/27/2026

When a life insurance policy pays a death benefit, beneficiaries may have more than one way to receive the funds. Understanding the available settlement options can help individuals choose an approach that aligns with their financial goals, income needs, and long-term plans. Swipe to learn more.

Every financial situation is unique, and the right settlement option will depend on individual needs and objectives. If you have questions about life insurance settlement options or would like guidance on your choices, contact our team today. We're happy to help.

10/26/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/21/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

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

Website

https://www.pinnaclefinancialwealthmgmt.com/, https://www.sofausa.org/about

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