Choosing a financial planner isn’t just about assets. Our skilled professionals are focused on creating strategies that seek your long term success. Learn more about maximizing your wealth-building opportunities from the advisors at Pence Financial Group.
We can help you think ahead to what you and/or your business may need. We support a variety of products that can help you prepare for all types of events.
Some of those products include:
529 EDUCATION PLANS
If you know tuition bills are somewhere in your future, now is the time to start planning. A smart strategy now may offset the impact of future education expenses.
LONG-TERM CARE
The costs of long-term care could easily eat up your retirement savings very quickly. But when you have the right long-term care plan in place, you can rest assured that these costs will be covered.
INSURANCE
You worked hard to get to where you are today. Taking into consideration the risks that you, your family and your business cannot afford to take is crucial.
BUSINESS SUCCESSION PLANS
Designing a comprehensive succession plan is key as you work towards protecting your investment, building your wealth, and preparing your business to carry on without you.
CASH FLOW ANALYSIS
We offer comprehensive cash flow analysis services, and we know how to apply the results to create smart solutions both in the short-term and the long-term.
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.
This material was created for educational and informational purposes only and is not intended as ERISA, TAX, LEGAL or INVESTMENT advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
We can help you think ahead to what you and/or your business may need to align your financial goals with your life purpose.
We tailor our services and programs to your diverse needs, enabling you to remain focused on what matters to you. Whether you are starting out in your career, thinking about retirement, or own a business, we would like to help. We have a team of in-house advisors, supported by internal and external specialists.
RETIREMENT PLANNING
Whether retirement is years away or right around the corner, we can help you to build a strategy that helps you to plan for the future you want.
TAX PLANNING
We offer comprehensive tax planning services and look at the whole picture to create a custom tax plan that fits your unique circumstances.
INVESTMENT MANAGEMENT
We create and execute a focused and practical investment plan to help our clients work towards their unique goals.
ESTATE PLANNING
Estate planning is imperative to a great succession. It is a way to protect your family, property and leave behind a great legacy.
ALTERNATIVE INVESTING
Our trusted financial advisors at Pence Financial Group are qualified to understand the complexities of alternative investing.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Pence Financial Group and LPL Financial do not provide legal advice or services.
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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.
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.
© 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.