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.

After all, you retired so you could pursue your passions, whether that includes traveling the world, taking up your hobby full-time, strengthening relationships with family and friends, or all of the above.

Any sense of financial insecurity can make it difficult to enjoy those pastimes. At Pence Financial Group, we welcome our retiree clients, because we are skilled professionals on the issues you face. We understand the challenges of balancing your portfolio between risk and reward, and we know how critical it is to keep your income steady.

Every Life Has A Story Fueled With Passion and Dreams. What’s Yours?

Wealth Management Aimed at Empowering Your Purpose


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