Shari Rubin-Taylor

Shari Rubin-Taylor, the founder of Pinnacle Financial Advisors of America LLC, is a well-known and respected financial professional in the South Florida area. She considers herself truly fortunate to have worked with countless seniors, families, and individuals in reaching their retirement or pre-retirement needs in Florida since 2003, along with helping many to feel good about their retirement strategies. “No two people’s needs are the same and I have always treated each client’s financial strategy with personal care. They can only assist in this process if they are informed.” Shari focuses on products where the principal can be protected from market declines, and where providing an income one can’t outlive is a component.

Anne Frank said, “No one has ever become poor by giving”. “It is in this spirit that I share what has been given so freely to me in the hope that many more people and businesses in my community will benefit from knowledge about products they may not have considered in planning their retirement strategies.” Helping seniors, families, and individuals to keep and grow their nest egg is the foremost priority at Pinnacle Financial Advisors of America LLC. Our focus is on retirement strategies, pre-retirement, and retirement financial products, as well as wealth transfer strategies that employ only products where the principal can be protected from market declines.

Shari is a dedicated mother of two beloved grown sons and a stepdaughter she helped raise from her first birthday. She is a classically trained pianist and lover of all forms of the arts.

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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