Pinnacle Peak PCG has acquired Insight Benefit Counselors
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Peak Insights

Simplifying Federal Benefits, Maximizing Your Retirement

Our Services

FERS Pension Projections

Clear, personalized estimates to help you understand how your FERS pension works and what it could provide in retirement.

Thrift Savings Plan (TSP) Counseling

Guidance to help you make informed decisions about contributions, investment choices, and withdrawal strategies.

Retirement Income Projections

Comprehensive illustrations showing how your pension, TSP, Social Security, and other income sources can work together.

Social Security Retirement Strategies

Education on timing and claiming strategies to help you maximize lifetime Social Security benefits.

Federal Benefits Guidance

  • Health Insurance – How FEHB coverage continues in retirement.
  • Life Insurance – Understanding FEGLI and supplemental coverage.
  • Long-Term Care – Planning for potential future care needs.
  • Medicare – Enrollment rules and coordination with FEHB.

Why Choose Pinnacle Peak Private Client Group?

Specialists in federal retirement benefits
Clear, easy-to-understand guidance
Education-focused strategies tailored to your needs

Schedule Review

Want to work one-on-one with a benefits counselor? Our trained federal benefit counselors are ready to help you make sense of your options and get you the answers you need to optimize your federal employee benefits and retirement options.

Schedule A Call

Start Online

Get started quickly and easily right now by answering some basic questions. See how different options affect your retirement and get a free custom detailed report. You can also schedule a time to go over your results and discuss benefit options.
Start Right Away
Registered Investment Advisors (“RIAs”), like Pinnacle Peak Private Client Group, belong to one of the fastest-growing segments of the financial services industry, yet many investors do not understand the unique benefits of working with an RIA. One of our custodians, Charles Schwab, has developed a campaign to help describe the benefits of working with an RIA.  Learn More →
18867 N Thompson Peak Pkwy, Suite 225
Scottsdale, AZ 85255
Phone: (480) 771-4301
Fax: (480) 771-4305

Check the background of this firm on the SEC  Independent Advisor Public Disclosure website.

Custody services and other brokerage services provided to clients of Pinnacle Peak Private Client Group, LLC are offered by Schwab Advisor Services, Division of Charles Schwab & Co. Inc. member FINRA/SIPC.
Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Peak Private Client Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Peak Private Client Group, LLC unless a client service agreement is in place.

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