MILITARY AND VETERANS

We are especially grateful to the courageous men and women who have served to defend our country. We know the sacrifices you have made to protect our country, and we are honored to have an opportunity to serve you.

You have a special place in our hearts as we know that without your sacrifice, the freedoms and the quality of life that we enjoy, would not exist. 

Often we find that we can provide important partnership and guidance on the financial issues facing those currently serving, and we have extensive experience in managing the financial challenges facing veterans of the armed forces.

For years, your purpose was to ensure the way of life we enjoy in the United States endures. You took care of us. Now, let us help take care of you.

SPECIALIZED SUPPORT FOR ACTIVE AND RETIRED SERVICE MEMBERS

As active and retired service members, you have unique needs that are often ignored by traditional financial planners. For example, you have unusual obstacles when it comes to building wealth, as deployments, training, temporary duty, and PCS can derail even the most meticulous financial strategies. We consider all of these possibilities as we build your comprehensive wealth management strategy, so you are better able to work towards your financial goals. 

Veterans might not have to face frequent moves and active duty, but that doesn’t make financial planning any less complex. You may have medical needs that need to be addressed, or you might be working towards the next step in your career. Incorporating your military benefits into your financial plan ensures you enjoy all of the rewards you are entitled to as a result of serving your country. We understand how to maximize those benefits, so you are well-positioned to pursue financial confidence. 

LONG TERM RELATIONSHIPS

Furthermore, we stay with you for the long haul, recommending adjustments as needed when your situation changes. When it comes to military financial planning, we are the experienced professionals, and we put that experience to work for you. Learn more about the opportunities we offer to support you in pursuing your financial goals.

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OTHERS WE SERVE

Tell us your story and we will put together a comprehensive plan for any goals or circumstances in your life.

RETIREES

Leaving the workforce is a major milestone – and a big transition. Your income sources have changed in significant ways, and it can be unsettling to feel you are at the mercy of the markets.

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PRE-RETIREES

If you’re reaching your retirement years and aren’t sure you have saved enough, we are here to serve you. At Pence Financial Group, we are experienced in getting your retirement plan back on track.

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CORPORATE EXECUTIVES

For our C-Suite clients, In addition to where and how to invest your base salary, we can help you to create smart strategies for managing stock options, bonuses, and deferred compensation.

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BUSINESS OWNERS

The financial challenges facing business owners are varied and complex. We have decades of experience in developing detailed financial plans for businesses of every size, and in every industry.

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FIRST RESPONDERS

Every day you serve your communities. You put your life, your health, welfare at risk. Let us help ensure you don’t put your financial future, and that of your family, at risk, as well.

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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.