Taxes

• Roth IRA
  Amount withdrawn can be (on Traditional IRAs) taxed at that time and customer may be in a lower tax bracket at that time (Roth IRA is not taxed at withdrawal)

Investment

• Wealth Management
  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.

Planning

• Financial Planning
  At Pinnacle Bank, our goal is to provide the best financial services to you and your family. From free checking accounts, to mortgage loans, to savings, financial planning & investments, we will work with you to determine what account, loan or service will best fit your needs.
• Retirement Planning