How We Can Help2019-12-17T13:44:53-08:00

How We Can Help

Our Services are designed to help you answer the following questions:

• How can I get more from my investments?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What is the best way to save for college?
• How can I help reduce estate taxes
• Preserve more of my assets for my heirs?
• Do I have the right amount of life insurance?

With those questions answered, we can then recommend the appropriate investment vehicles to help your reach and exceed your goals.

When developing a customized financial program, we walk clients through a step-by-step process thatis designed to make them feel confident in your decisions.

Once goals have been established, appropriate strategies are customized to suit each client’s vision and objectives. I help clients execute a sound financial program utilizing the following products and services:

• Tax reduction strategies
• Investment management, including stocks and mutual funds
• Retirement planning
• Estate planning and preservation
• Asset protection through insurance and annuity products

Slide LEARN MORE Whether retirement is years awayor right around the corner, we can help you to build a wealth strategy that helps you to plan for the future
you want.
Retirement Planning
Slide Financial Planning LEARN MORE Choosing a financial planner isn't just about assets. Our skilled professionals are focused on creating strategies for your long term success. Slide Investment Management LEARN MORE We create and execute a focused and practical investment plan to help our clients work towards their unique goals. Slide Estate Planning LEARN MORE Estate planning is imperative to a great succession. It is the a way to protect your family, property and leave behind a great legacy with continuity. Slide Alternative Investments LEARN MORE Our trusted financial advisors at Pence Financial Group are qualified to understand the complexities of alternative investing.

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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.


Pence Financial Group
5000 Birch Street W. Building Suite 3000
Newport Beach, CA 92660