OUR SERVICES

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.

OUR SERVICES

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.

HOW WE SERVE

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.

HOW WE SERVE

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.

MORE TAILORED SERVICES

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.