Retirement Plans | Pinnacle Bank

Retirement is different for everyone, and so is our approach. Are you on track for retirement? Will you have enough to sustain you throughout retirement? The wealth management services team at Highland Trust Partners can help answer these questions and more with a customized plan.

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck.

Benefits of Retirement Planning

Retirement income planning
401(k)/403(b)/IRA rollovers
Beneficiary review
Traditional and Roth IRAs
Social Security planning

Wealth Management Planning

Get the strategy, action, and management your long-term financial goals deserve.

Learn More

Business Financial Planning

Let our team help you make the most of the business you’ve worked so hard to build.

Learn More

Insurance Planning

Enjoy a customized suite of insurance solutions that match your needs.

Learn More

Comprehensive Financial Planning

Enjoy more confidence and less stress with a turnkey solution for financial services.

Learn More

Estate & Legacy Planning

Preserve your legacy and estate with decades of experience and a wealth of resources.

Learn More

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Highland Trust Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IFG Advisory, LLC, a registered investment advisor and separate entity from LPL Financial. Highland Trust Partners and Pinnacle Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Highland Trust Partners, and may also be employees of Pinnacle Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pinnacle Bank or Highland Trust Partners. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
_gat	1 minute	This cookies is installed by Google Universal Analytics to throttle the request rate to limit the colllection of data on high traffic sites.
YSC	session	This cookies is set by Youtube and is used to track the views of embedded videos.

Cookie	Duration	Description
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
utm_campaign	past	This cookie is used for tracking elements of the Google AdWord campaign used to generate traffic to the site.
utm_content	past	This cookie is used for storing the session content value if present.
utm_source	past	This cookie is used to record from where the visitor came to the website orginally. This information is used by the website operator to know the efficiency of their marketing.
utm_term	past	This cookie is used to record from where the visitor came to the website orginally. This information is used by the website operator to know the efficiency of their marketing.

Cookie	Duration	Description
_fbp	3 months	This cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
fr	3 months	The cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
IDE	1 year 24 days	Used by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
test_cookie	15 minutes	This cookie is set by doubleclick.net. The purpose of the cookie is to determine if the user's browser supports cookies.
utm_medium	past	This cookie is used to record from where the visitor came to the website orginally. This information is used by the website operator to know the efficiency of their marketing.
VISITOR_INFO1_LIVE	5 months 27 days	This cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.

Benefits of Retirement Planning

Wealth Management Planning

Business Financial Planning

Insurance Planning

Comprehensive Financial Planning

Estate & Legacy Planning

Employee Insights – Sylvia Primm

Beneficial Ownership: Everything You Need to Know

Employee Insights – Andy Cook

Search

How Can We Help You?

Corporate Office

Customer Service

Retirement Planning

The road to retirement starts here.

Benefits of Retirement Planning

Wealth Management Planning

Business Financial Planning

Insurance Planning

Comprehensive Financial Planning

Estate & Legacy Planning

You May Also Be Interested In

Employee Insights – Sylvia Primm

Beneficial Ownership: Everything You Need to Know

Employee Insights – Andy Cook

Pinnacle Bank will be closed on Wednesday, December 25th in observance of Christmas.

Our Lobby Hours

Pinny Hours

Privacy Information

Het kopen van Instagram Likes: een originele boost voor jouw merk!

Pinnacle Bank will be closed on Wednesday, December 25_th in observance of Christmas.