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 experienced in 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.