OUR MISSION STATEMENT:

TO ALIGN YOUR WEALTH WITH YOUR PURPOSE

While focusing on our clients’ goals is our priority, nowadays it is considered the default. Every financial advisor today seems to talk about it. The deeper truth is, your goals, whether financial or aspirational, come from something deeper – your purpose. Discover your purpose and you’ll understand why your goals are important.

Pence Financial Group is a wealth management firm that provides comprehensive financial and retirement planning services for retirees, pre-retirees, business owners, members of the military, and veterans. However, our mission is to do more than simply manage your wealth. We are passionate about helping you align your wealth with your purpose—your reason for getting out of bed every day.

In other words, our purpose is to help you realize your purpose.

Do you feel like you don’t have a purpose? You do, and we’ll help you discover it. Live a more fulfilled life and create a legacy that you can pass down to the next generation.

Want to live a more abundant life? Want to extend your legacy for your children and grandchildren? In addition to all the financial consulting we can provide, we’ll take you on a deeper journey of what it means to be really LIVING, LEARNING, GIVING & EARNING then piece the puzzles together and help you make the difference you aspire for.

OUR MISSION STATEMENT:

TO ALIGN YOUR WEALTH WITH YOUR PURPOSE

While focusing on our clients’ goals is our priority, nowadays it is considered the default. Every financial advisor today seems to talk about it. The deeper truth is, your goals, whether financial or aspirational, come from something deeper – your purpose. Discover your purpose and you’ll understand why your goals are important.

Pence Financial Group is a wealth management firm that provides comprehensive financial and retirement planning services for retirees, pre-retirees, business owners, members of the military, and veterans. However, our mission is to do more than simply manage your wealth. We are passionate about helping you align your wealth with your purpose—your reason for getting out of bed every day.

In other words, our purpose is to help you realize your purpose.

Do you feel like you don’t have a purpose? You do, and we’ll help you discover it. Live a more fulfilled life and create a legacy that you can pass down to the next generation.

Want to live a more abundant life? Want to extend your legacy for your children and grandchildren? In addition to all the financial consulting we can provide, we’ll take you on a deeper journey of what it means to be really LIVING, LEARNING, GIVING & EARNING then piece the puzzles together and help you make the difference you aspire for.

YOUR RETURN ON OWNING YOUR PURPOSE

THE IMPORTANCE OF OWNING A PURPOSE

Researchers who have studied longevity know that having a purpose leads to a longer, healthier, and more satisfying life. For example, in Japan, older relatives are revered. Their experience and wisdom are treasured, and they play a crucial role in their families and their communities.

The fact that they are needed gives them their purpose—their “ikigai.” Ikigai is a Japanese term that, loosely translated, refers to their reason for getting out of bed in the morning.¹ When considered with the fact that Japan has the highest life expectancy in the world, the benefits of a purpose-driven life are clear.²

How can you build your own purpose-driven life and create your own ikigai? Some say it comes down to the four S’s.

Social Strength – As in, the strength of your social relationships. Once you leave the workforce, do you have friends and family that you look forward to being with? Building these relationships before you leave the workforce positions you for a purpose-driven life post-retirement.

Structure – Why do you get out of bed in the morning once you don’t have to go to work? Who is counting on you? What difference are you making in your community? Sometimes you already have the answer. Other times, the answer to these questions is more elusive. Finding the right volunteer role, getting involved in social or political issues, expanding your role in community or church organizations, and launching a new career are all ways to add structure and purpose to your life.

Stimulation – Retirees watch more television than any other age group.³ That’s an activity that is basically passive. Instead, pursue a purpose-driven life that includes learning and expanding your skills.

Story – Whether you are self-employed or working for a larger organization, your contributions help you feel that you are part of something larger than yourself. When you leave the workforce, it’s time to pursue your passion, find your purpose, and write a new story. One that shows who you are and what you value.

At Pence Financial Group, we understand how to build a purpose-driven investment portfolio to support your purpose-driven life.

¹ Ikigai: A Japanese concept to improve work and life
² Japan Has The Highest Life Expectancy Of Any Major Country. Why?
³ Television, capturing America’s attention at prime time and beyond