The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.
Guest: Kevin Donahue, Wealth Advisor with Pinnacle Wealth Management, LLC. We will be addressing business retirement planning.
Kevin graduated from Florida State University in 2004 after serving 4 years in the United States Navy. He studied Computer Science with a minor in Mathematics during his time at Florida State. After seeing first-hand the impact of retirement saving and planning with his own parents, Kevin entered the financial services business to pursue his passion of helping clients pursue their financial goals and visions.
During his career Kevin has passed and currently holds the series 6, 7, and 63 registrations through LPL Financial and holds the series 65 registration through Pinnacle Wealth Management along with obtaining Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. This designation encompasses pre-and post-retirement needs, wealth management, estate planning and the entire retirement planning process. Kevin resides in Land O Lakes, with his wife Brittany and their twin boys Andrew and Noah.
Established in 2010, Pinnacle Wealth Management, LLC is a fully integrated financial management and wealth planning firm. Having earned a longstanding reputation for excellence in the industry, we provide our clients with comprehensive personalized service. Focused on the goal of assisting in every aspect of financial well-being, we employ a "hands-on" approach as we strive to create financial stability and independence.
Tune in weekly - Tuesdays at 8:30pm EST / 7:30pm CST (NOTE YOUR TIME ZONE)