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Shari Rubin-Taylor

Founder

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.

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Let’s get started planning for the retirement you deserve.

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We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We are here to help.

  • Boca Raton, FL
  • Delray Beach, FL
  • West Palm Beach, FL
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**Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Shari Rubin-Taylor FL Ins Lic# EO59425/Pinnacle Financial Advisors of America, LLC FL Ins Lic #L059309, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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