OUR CORE SERVICES
GUARANTEED LIFETIME RETIREMENT INCOME*
We believe that your base income should be deposited in your account no matter what. It should not matter what the markets do, or do not do. Your retirement income should be fully guaranteed, regardless. You never want you to hear that you need to reduce your income and your lifestyle because the markets had a bad year. Guarantees rely on the financial strength and claims-paying ability of the issuing insurance company
TAX REDUCTION STRATEGIES
Retirees consistently pay thousands of dollars every year in unnecessary taxation. We help you keep those dollars in your pocket rather than handing them over to the IRS. We recognize that your retirement funds (IRA, 401(k), 403(b), etc.) likely represent your number one tax challenge, often leading to double taxation during your retirement years. We utilize a number of powerful strategies that may significantly reduce your tax burden on your highest taxed asset—your retirement plan.
Our focus is to protect your financial security regardless of market conditions. Don’t worry, this doesn’t mean that you necessarily have to sacrifice growth opportunities. We utilize a conservative money management approach that protects your principal while still taking advantage of the market swings, both good and bad. We protect what you have and build on it!
At Pinehurst Capital, Inc., we use our knowledge and experience to simplify the planning process. Often, the hardest part of the process is simply picking up the phone and making an appointment.
Call 910-235-4140 to schedule your no-obligation consultation today!
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*Guarantees rely on the financial strength and claims-paying ability of the issuing insurance company.