Whether you are starting out in your career, thinking about retirement, or own a business, we would like to help. We have a comprehensive menu of services that you can “order” ala carte or as a bundle. We have a team of in-house advisors, supported by internal and external specialists.
When developing a customized financial program, we walk clients through a step-by-step process that is 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. We help clients execute a sound financial program utilizing the following products and services:
INITIAL FINANCIAL PLANNING
You tell us your story and we help get you started on things you’d want to consider and ways to get you to where you want to be.
You choose what you want to do with that information we’ll just help point you in the right direction.
FULL SERVICE
PLANNING
You tell us your story and we put together a plan to empower your purpose.
With a full menu of financial services and a network of trusted financial professionals, we’ll help you select the plan that is just right for you.
INVESTMENT MANAGEMENT
You know your story. You have direction. You just need someone who can make informed investment choices for you.
We can handle that. Our investment team is dedicated to watching and understanding the market.
We tailor our services and programs to your diverse needs, enabling you to remain focused on what matters to you. Whether you are starting out in your career, thinking about retirement, or own a business, we would like to help. We have a team of in-house advisors, supported by internal and external specialists.
RETIREMENT PLANNING
Whether retirement is years away or right around the corner, we can help you to build a strategy that helps you to plan for the future you want.
FINANCIAL PLANNING
Choosing a financial planner isn’t just about assets. Our skilled professionals are focused on creating strategies for your legacy and long term success.
TAX PLANNING
We offer comprehensive tax planning services and look at the whole picture to create a custom tax plan that fits your unique circumstances.
INVESTMENT MANAGEMENT
We create and execute a focused and practical investment plan to help our clients work towards their unique goals.
ESTATE PLANNING
Estate planning is imperative to a great succession. It is a way to protect your family, property and leave behind a great legacy.
ALTERNATIVE INVESTING
Our trusted financial advisors at Pence Financial Group are qualified to understand the complexities of alternative investing.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Pence Financial Group and LPL Financial do not provide legal advice or services.
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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.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
OUR OFFICES
© Pence Financial Group LLC. 2024. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.