Pinnacle Financial Strategies “Financial security for your family; it’s the right thing to do.”

3171 Beaver Vu Drive, Suite A
Beavercreek, OH 45434

Take Route 35 to the North Fairfield Exit
Turn Right off Exit (Go North)
Beaver-Vu Drive will be on your Right

  • (937) 426-8332
  • (937) 426-8941


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Retirement Planning leads to Retirement Confidence

Did you know that 90%* of people who have a retirement plan in place and review that plan on a regular basis are more confident about having enough money for a comfortable retirement than people who don't? Let's get together for a quick meeting to review your plan so that you can be confident about a comfortable retirement!

Take control of your financial future and assess whether you're on track for a successful retirement - click below to begin

Retirement Assessment Report

No personal information is stored unless you ask to be contacted.

Comfortable Future Plan


Confident Forever Plan


There's Happiness to be Had


Can you tell the difference?















*2014 Employee Benefits Retirement Institute (EBRI), Retirement Confidence Survey.



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck