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ABOUT
- Our Process
  
  How is Pence Financial Group different? Learn more about our innovative process.
  
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- Our Team
  
  You’ll have a qualified team devoted to helping you pursue your financial goals.
  
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- Our Mission
  
  We foster a relationship based on trust, service, and transparency. Our commitment is to you.
  
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- LPL Financial
  
  Your assets are in the custody of LPL Financial, a leading broker dealer of financial products.
  
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WHO WE SERVE
- Retiree
  
  We welcome our retiree clients, as we are skilled professionals in the issues you face.
  
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- Pre-Retiree
  
  We partner with you to create a strategy to work towards your goals.
  
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- Business Owners
  
  We are dedicated to being your partner in navigating the financial elements of your business.
  
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- Military, Veterans & First Responders
  
  You took care of us. Now, let us help take care of you.
  
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OUR SERVICES
- Retirement Planning
  
  Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that helps you to plan for the future you want.
  
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- Financial Planning
  
  Choosing a financial planner isn’t just about assets. Our skilled professionals are focused on creating strategies for your long term success.
  
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- Investment Management
  
  We create and execute a focused and practical investment plan to help our clients work towards their unique goals.
  
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- Estate Planning
  
  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.
  
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- Alternative Investments
  
  Our trusted financial advisors at Pence Financial Group are qualified to understand the complexities of alternative investing.
  
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CONTACT
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