OUR FOCUS IS YOU

A COMPREHENSIVE TEAM FOCUSED ON YOU.

We use a team approach, where the investment team is focused on your team while your advisor focuses on you and your plan.

We follow time-tested planning principles and an investment process to help provide you with great comfort in relation to your income and confidence regarding your wealth.

We listen, we serve, and we execute strategies designed for your specific needs and goals. Our team approach allows each member to focus on their particular area of experience, thus delivering a stronger team to help you manage the financial complexities of life.

Founded by an US Army Colonel, our team is comprised of veterans and civilians, who now have a professional mission to serve as your guide in pursuit of financial independence.

OUR PROCESS

Behind every success is a story.
You have a challenge, a passion, and a dream.

A Time-Tested Process to Help Pursue Your Goals:

We need to get your right before we get your plan right. Our financial advisors are trained in the Pence Planning and Investment Process.

Our time-tested process is used by some highly experienced advisors that seek to be industry leaders.

This is a journey to a comfortable, or even adventuresome retirement goal, that can also address your multigenerational and charitable gifting.

Together, we will explore solutions and create a strategy to help empower your purpose.

Step 1:
Initial Assessment

Review your individual starting point and financial position.

Step 2:
Goals & Objectives

Gain a clear understanding of what is important to you and why.

Step 3:
Financial Analysis

Examine how your current state compares to your ideal state.

Step 4:
Implement Financial Plan

Take appropriate action towards your financial goals.

Step 5:
Annual Financial Plan Review

Consistent review to make adjustments and modifications as needed.

A Trusted Brand With Years of Experience:

The Pence Brand has been trusted by clients and their families nationwide for over 30 years. Driven by a mission to serve, we will be with you every step of the way.

Your assets are in the custody of LPL Financial, a multi-billion dollar publicly traded company and a leading broker dealer of financial strategies.

LPL’s technology will allow you to view your portfolio online while your Financial Advisor, supported by our investment and customer service teams, will be here to answer any questions you may have.

WHO IS LPL FINANCIAL?

TARA TIMELINE

Where are you on the journey to discovering your purpose of wealth?

Because we know there’s more to wealth than money. Our purpose and our strategies are aimed at one thing: To Empower Your Purpose.

Our advisors will use the TARA Timeline Chart to help guide you to discover your purpose through the accumulation and distribution phases of your wealth journey.

VIEW TARA TIMELINE

MORE ABOUT US

At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.

OUR STORY

We foster a relationship based on trust, service and transparency. Our commitment is to you.

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OUR MISSION

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

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OUR TEAM

You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.

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OUR INVESTMENT APPROACH

Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.

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ABOUT LPL FINANCIAL

Learn more about LPL Financial’s  competitive resources you can take advantage of with Pence Financial Group.

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The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

OUR INSIGHTS

Read our most recent blogs, insights, and issues our clients care about.

All 9 /Daily Market Report 6 /Media Commentary 3 /Pence Perspective 0

Daily Market Report 04-02-2024

April 2, 2024/by pfgadmin

Daily Market Report 04-01-2024

April 2, 2024/by pfgadmin

40% E.V. Adoption By 2030

March 28, 2024/by pfgadmin

‘The Claman Countdown’ Panelist Dryden Pence Decipher The Market’s Messaging

March 28, 2024/by pfgadmin

The Silent Economic Boom No One’s Talking About

March 28, 2024/by pfgadmin

Daily Market Report 03-07-2024

March 7, 2024/by pfgadmin

Daily Market Report 03-05-2024

March 5, 2024/by pfgadmin

Daily Market Report 03-01-2024

March 1, 2024/by pfgadmin

Daily Market Report 02-29-2024

February 29, 2024/by pfgadmin
READ MORE

Let’s Talk

At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.

Get In touch

Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.

              

ABOUT US

Our Mission
Our Process
Our Team
Our Investing Approach
About LPL Financial

INSIGHTS

Daily Market Report
Quarterly Newsletter
Pence Podcast
Commentaries

OUR SERVICES

Retirement Planning
Financial Planning
Investment Management
Estate Planning
Alternative Investments

RESOURCES

LPL Account View
Appointment Checklist
Tara Timeline Worksheet
Client Brief

WHO WE SERVE

Retirees
Pre-Retirees
Business Owners
Military & Veterans
First Responders

OUR OFFICES

Newport Beach, CA
Monterey, CA
Pittsburg, KS
Boca Raton, FL
Virginia Beach, VA

Disclosures | Fee Schedule | Consumer Privacy & Security Notice | Contact Us

© Pence Financial Group LLC. 2024. All rights reserved.

The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.

Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.

The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.