“Integrated Strategies for Tax-Efficient Retirement Income.”

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Reduce Future Taxes. Protect Your Retirement Income.

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Strategic Roth conversion and annuity solutions designed to help you keep more of what you’ve earned—with confidence and clarity.

Schedule Your Strategy Call
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Why Retirement Taxes Are One of the Biggest Hidden Risks

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Most retirees unknowingly position their assets in ways that expose them to unnecessary taxes, market volatility, and income uncertainty. Traditional retirement accounts may feel safe today—but they can create costly surprises tomorrow.

A proactive strategy can make the difference between reacting to retirement—or controlling it.

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  • Roth Conversion Planning

    Roth Conversion Planning

    Strategic Roth Conversion Analysis

    - Identify optimal conversion timing

    - Reduce long-term tax exposure

    - Create tax-free income opportunities

    - Coordinate with Social Security and Medicare considerations

  • Annuity & Income Strategies

    Annuity & Income Strategies

    Protected Retirement Income Solutions

    - Principal protection from market losses

    - Predictable income options

    - Tax-deferred growth

    - Designed for income stability and longevity

  • Accumulation & Decumulation Strategies

    Accumulation & Decumulation Strategies

    Strategy Before Products


    We begin with education and analysis—not sales. Every recommendation is aligned with your tax picture, income needs, and long-term goals.

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  • Age 45 –75

  • Retired or approaching retirement

  • Have assets in IRAs, 401(k)s, or rollover accounts

  • Are concerned about future tax increases

  • Want more certainty around retirement income

This planning approach is designed for individuals and families who:

Work With Us

At Pinnacle Wealth Integrated Group, we specialize in bridging the gap between tax strategy and retirement income planning. Our approach is structured, transparent, and designed to empower informed decisions.

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GET IN TOUCH

How It Works. . .

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Discovery & Review

We review your current retirement accounts, income sources, and tax exposure.

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Strategy Design

We identify Roth conversion opportunities and income strategies aligned with your goals.

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We execute the plan and revisit it as markets, laws, and life evolve.

Implementation & Review

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Work With Us

Your Retirement Strategy Should Be Intentional—Not Accidental.

Complimentary consultation • No pressure • Clear next steps

Book Your Roth & Retirement Strategy Session
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Danita Bragg

Danita E. Bragg is a Licensed Life Insurance Consultant and founder of Legacy Solutions Financial Group, dedicated to helping families and seniors protect what matters most. Known for her integrity and client-first approach, she provides clear, personalized guidance in life insurance, annuities, Medicare, and retirement planning.

Passionate about education and empowerment, Danita helps clients make confident financial decisions at every stage of life. She believes insurance is more than a policy—it’s peace of mind, protection, and a lasting legacy.

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Patricia Hargrove

Hello, I’m Patricia — a proud mother of two and lifelong educator committed to empowering families to live with purpose, prosperity, and joy. After 20 years as a classroom teacher and Curriculum Specialist, I now serve as a Financial Educator, helping individuals and communities build financial freedom and lasting legacies.

Guided by my 5 F’s—Faith, Family, Finance, Flexible, and Freedom—my mission is to inspire, educate, and equip others to rise to their highest potential.