We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.
When you talk about financial security, you are talking about the future—something typically unknown and a bit frightening. Penn Financial helps take the fear out of your future.
Clients’ financial security and stability is our business; it’s our product—so, we take your trust very seriously. Our clients’ trust in us is why we create customized financial plans for each individual client using our exclusive Financial GPS. One size does not fit all, which is why we never recommend the same plan for everyone. As you grow, your plan needs to grow with you.
We work with you over time to adjust your plan to reflect changes affecting your life and business. Will you need to manage your debt? Do you need or want to set up an IRA? A Roth IRA? Are you suddenly under-insured? Are you getting the most from your 401(k)? We look at all the factors that affect you: Social Security, life insurance, long-term care, and everything in-between.
Retirement planning is not simple. It takes an educated financial advisor who understands market fluctuations and anticipates inevitable life changes. Both of these things impact your needs and investments. Our on-going relationship with each client is designed to help keep you on track to prepare for your financial future.