Pinnacle Retirement Advisors_Logo_White_horizontal 1

DISCOVER YOUR

Peak Financial Strategy

We'll help you plan for life, even when things don't go as planned.

 

Get Started

Meet Gary and Dawn

Gary W. Crawford, CLTC, RICP®

Retirement Advisor

Gary brings 20+ years of experience to the financial industry. He uses a holistic approach to retirement planning, working with clients to create individualized solutions.

Dawn Crawford

Retirement Professional

Dawn empowers clients to achieve financial goals through personalized strategies, continual learning and community-focused insights. She cherishes the chance to help clients live out their retirement dreams.

To learn more about Gary, Dawn and our whole team, visit our Team Page.

gary-and-dawn

Voted Best Wealth Management in Central Florida - 2023, 2024 and 2025!

"Best Of" is an annual survey conducted by Best of the 352. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Pinnacle Retirement Advisors. The designation is not representative of any one client's experience and is not indicative of future performance.

Get Started in

3 Easy Steps

What happens when you come for a visit:

00

mountain_1

Discover

We'll learn what's most important to you and review your current financial situation.

00

mountain_2

Evaluate

We'll help you determine how much money you need to live comfortably in retirement.

00

mountain_3

Create

We'll help you implement a strategy that reflects your goals - and keeps you on track.

Attend a

Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

February 12

Dinner Workshop

5:00 pm | Ipanema Brazilian Steak House 2023 S. Pine Avenue
Ocala, FL 34471

take-charge-small
Instant Download

Tax laws change every year - and this year is no different!

This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy
PINNACLE CARES_HORIZONTAL LOGO_COLOR

Pinnacle Cares

We don't just work hard to serve our clients; we're also dedicated to serving our community. We are proud to give our time and money to many worthy causes. For more information, click here.